See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC Service code 99 | Other Fees | $5,923 |
HESSEL & ASSOCIATES, LLC1 year Service code 49 | Other Services | $2,246 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $536 |
Filed as: MESIROW FINANCIAL, INC. Service code 99 · EIN 36-3194849 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,295 | $64,119-60.6% | $112,228-77.5% | $66,914-62.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.64% | -13.81%-3.8pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,951 | $3,005+31.5% | $3,635+8.7% | $2,544+55.3% |
| Participant deferral / active EE | $3,398 | $3,693-8.0% | $4,728-28.1% | $4,237-19.8% |
| Admin fee / account holder | $33 | $625-94.7% | $6,410-99.5% | $593-94.4% |