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) | $51,638 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,406 | $31,038+355.6% | $65,255+116.7% | $74,419+90.0% |
| Participation rate | 59.0% | 66.9%-7.9pp | 65.0%-6.0pp | 70.7%-11.7pp |
| Annual return | 108.47% | 38.60%+69.9pp | 47.35%+61.1pp | 34.38%+74.1pp |
| Employer contribution / active EE | $1,793 | $1,188+50.9% | $1,691+6.0% | $2,637-32.0% |
| Participant deferral / active EE | $6,356 | $2,792+127.7% | $2,831+124.5% | $4,528+40.4% |
| Admin fee / account holder | $48 | $299-84.0% | $4,112-98.8% | $348-86.2% |