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 | $43,566 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $33,953 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,294 | $84,936-31.4% | $111,297-47.6% | $79,386-26.6% |
| Participation rate | 86.1% | 75.9%+10.2pp | 77.3%+8.8pp | 70.7%+15.4pp |
| Annual return | 11.16% | 17.45%-6.3pp | 54.65%-43.5pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,950 | $1,979-1.5% | $2,731-28.6% | $2,427-19.7% |
| Participant deferral / active EE | $2,959 | $3,888-23.9% | $4,487-34.1% | $4,046-26.9% |
| Admin fee / account holder | $323 | $537-39.9% | $7,964-95.9% | $626-48.4% |