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 | $40,163 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $31,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,551 | $65,435-28.9% | $86,677-46.3% | $66,914-30.4% |
| Participation rate | 86.8% | 75.5%+11.3pp | 76.6%+10.2pp | 69.8%+17.0pp |
| Annual return | -15.92% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,044 | $2,153-5.1% | $2,836-27.9% | $2,544-19.6% |
| Participant deferral / active EE | $3,041 | $4,100-25.8% | $4,656-34.7% | $4,237-28.2% |
| Admin fee / account holder | $287 | $642-55.3% | $7,493-96.2% | $593-51.6% |