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) | $58,294 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,971 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,384 | $28,956+353.7% | $71,735+83.2% | $64,808+102.7% |
| Participation rate | 72.5% | 65.2%+7.4pp | 62.3%+10.2pp | 71.5%+1.1pp |
| Annual return | -17.52% | -7.39%-10.1pp | 9.14%-26.7pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,579 | $1,159+36.3% | $1,704-7.3% | $2,506-37.0% |
| Participant deferral / active EE | $7,179 | $2,686+167.3% | $2,658+170.1% | $4,310+66.6% |
| Admin fee / account holder | $208 | $124+66.9% | $3,974-94.8% | $188+10.6% |