See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $63,360 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,801 | $39,038+311.9% | $98,755+62.8% | $86,799+85.3% |
| Participation rate | 78.7% | 68.2%+10.5pp | 65.7%+13.0pp | 72.3%+6.5pp |
| Annual return | 13.27% | 25.86%-12.6pp | 49.91%-36.6pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,234 | $1,231+81.4% | $2,067+8.1% | $2,405-7.1% |
| Participant deferral / active EE | $7,536 | $2,581+191.9% | $3,035+148.3% | $4,131+82.4% |
| Admin fee / account holder | $225 | $126+78.6% | $4,076-94.5% | $170+32.4% |