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 INVESTMENT Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $197,797 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $64,598 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,176 | $119,446+112.0% | $150,045+68.7% | $85,563+195.9% |
| Participation rate | 93.4% | 75.4%+18.0pp | 82.3%+11.1pp | 66.0%+27.5pp |
| Annual return | 14.12% | 23.72%-9.6pp | 62.55%-48.4pp | 31.51%-17.4pp |
| Employer contribution / active EE | $7,419 | $4,078+81.9% | $4,693+58.1% | $2,654+179.6% |
| Participant deferral / active EE | $11,135 | $7,985+39.4% | $7,997+39.2% | $4,375+154.5% |
| Admin fee / account holder | $443 | $548-19.1% | $13,435-96.7% | $834-46.9% |