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 Service code 99 · EIN 36-3429599 | Other Fees | $6,037 |
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $1,414 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $1,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,842 | $51,466-51.7% | $78,778-68.5% | $62,292-60.1% |
| Participation rate | 53.4% | 59.8%-6.4pp | 69.2%-15.8pp | 69.5%-16.1pp |
| Annual return | 18.46% | 19.96%-1.5pp | 35.62%-17.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $213 | $827-74.3% | $1,986-89.3% | $2,042-89.6% |
| Participant deferral / active EE | $3,073 | $2,147+43.1% | $2,958+3.9% | $3,169-3.0% |
| Admin fee / account holder | $18 | $489-96.3% | $5,134-99.6% | $479-96.2% |