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 | $37,507 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $29,385 |
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 | $56,568 | $73,638-23.2% | $95,952-41.0% | $73,488-23.0% |
| Participation rate | 85.4% | 76.2%+9.2pp | 77.1%+8.3pp | 70.7%+14.7pp |
| Annual return | 12.86% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,923 | $1,863+3.2% | $2,541-24.3% | $2,270-15.3% |
| Participant deferral / active EE | $2,656 | $3,617-26.6% | $4,167-36.3% | $3,740-29.0% |
| Admin fee / account holder | $276 | $482-42.7% | $6,795-95.9% | $513-46.1% |