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 Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $21,647 |
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $17,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,707 | $65,435-56.1% | $86,677-66.9% | $66,914-57.1% |
| Participation rate | 56.3% | 75.5%-19.2pp | 76.6%-20.3pp | 69.8%-13.6pp |
| Annual return | -21.37% | -10.89%-10.5pp | 35.91%-57.3pp | 1.58%-23.0pp |
| Employer contribution / active EE | $1,153 | $2,153-46.5% | $2,836-59.4% | $2,544-54.7% |
| Participant deferral / active EE | $1,915 | $4,100-53.3% | $4,656-58.9% | $4,237-54.8% |
| Admin fee / account holder | $327 | $642-49.1% | $7,493-95.6% | $593-44.9% |