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 37 · EIN 04-2647786 | Loan Processing | $33,018 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $27,895 |
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 | $56,199 | $65,376-14.0% | $87,100-35.5% | $65,185-13.8% |
| Participation rate | 79.3% | 75.3%+4.0pp | 76.9%+2.5pp | 70.2%+9.1pp |
| Annual return | 19.74% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,650 | $1,822-9.5% | $2,521-34.5% | $2,177-24.2% |
| Participant deferral / active EE | $2,549 | $3,388-24.8% | $4,049-37.0% | $3,514-27.4% |
| Admin fee / account holder | $271 | $520-47.9% | $7,497-96.4% | $847-68.0% |