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 | $10,013 |
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 | $30,955 | $42,548-27.2% | $74,550-58.5% | $56,287-45.0% |
| Participation rate | 62.0% | 60.5%+1.5pp | 69.1%-7.2pp | 69.9%-7.9pp |
| Annual return | -5.09% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $238 | $855-72.2% | $1,961-87.9% | $2,111-88.7% |
| Participant deferral / active EE | $3,718 | $2,277+63.3% | $3,108+19.6% | $3,350+11.0% |
| Admin fee / account holder | $27 | $467-94.2% | $5,060-99.5% | $521-94.8% |