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 | $11,811 |
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 | $25,526 | $49,138-48.1% | $84,015-69.6% | $65,185-60.8% |
| Participation rate | 62.9% | 60.7%+2.2pp | 69.0%-6.1pp | 70.2%-7.3pp |
| Annual return | 25.38% | 23.00%+2.4pp | 71.31%-45.9pp | 29.38%-4.0pp |
| Employer contribution / active EE | $231 | $914-74.7% | $1,983-88.4% | $2,177-89.4% |
| Participant deferral / active EE | $4,185 | $2,397+74.6% | $3,239+29.2% | $3,514+19.1% |
| Admin fee / account holder | $17 | $543-96.8% | $6,101-99.7% | $847-97.9% |