Filed September 15, 2026 (most recent of 7 filings on file)
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: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Recordkeeping | $8,550 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,198 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,743 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,638 | $111,608-62.7% | $177,821-76.6% | $73,409-43.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 15.71% | 18.23%-2.5pp | 48.32%-32.6pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,659 | $3,796-30.0% | $5,918-55.1% | $2,234+19.0% |
| Participant deferral / active EE | $3,063 | $6,199-50.6% | $7,714-60.3% | $3,805-19.5% |
| Admin fee / account holder | $82 | $166-50.7% | $12,427-99.3% | $158-48.3% |