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 | $14,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,773 | $54,573-45.4% | $90,951-67.3% | $73,488-59.5% |
| Participation rate | 74.4% | 61.2%+13.2pp | 69.0%+5.4pp | 70.7%+3.7pp |
| Annual return | 21.49% | 16.69%+4.8pp | 134.60%-113.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $284 | $991-71.3% | $2,122-86.6% | $2,270-87.5% |
| Participant deferral / active EE | $4,563 | $2,517+81.3% | $3,373+35.3% | $3,740+22.0% |
| Admin fee / account holder | $10 | $521-98.0% | $5,959-99.8% | $513-98.0% |