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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $69,691 |
LPL FINANCIAL3 years Service code 99 · EIN 04-3046611 | Other Fees | $23,916 |
Filed as: MESIROW FINANCIAL, INC. Service code 99 · EIN 36-3194849 | Other Fees | $6,881 |
Filed as: MESIROW FINANCIAL Service code 99 · EIN 36-3429599 | Other Fees | $6,676 |
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 | $127,701 | $136,307-6.3% | $177,821-28.2% | $73,488+73.8% |
| Participation rate | 92.5% | 86.1%+6.4pp | 87.7%+4.7pp | 70.7%+21.8pp |
| Annual return | 15.29% | 18.68%-3.4pp | 48.32%-33.0pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,711 | $3,712-53.9% | $5,918-71.1% | $2,270-24.6% |
| Participant deferral / active EE | $10,250 | $5,829+75.9% | $7,714+32.9% | $3,740+174.1% |
| Admin fee / account holder | $299 | $596-49.8% | $12,427-97.6% | $513-41.8% |