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 | $37,686 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $29,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,653 | $76,050-33.4% | $96,544-47.5% | $71,457-29.1% |
| Participation rate | 83.0% | 74.4%+8.6pp | 76.0%+7.0pp | 67.9%+15.1pp |
| Annual return | 19.13% | 22.81%-3.7pp | 25.84%-6.7pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,048 | $2,244-8.8% | $2,965-30.9% | $2,588-20.9% |
| Participant deferral / active EE | $2,957 | $4,215-29.9% | $4,851-39.1% | $4,289-31.1% |
| Admin fee / account holder | $261 | $2,707-90.3% | $8,252-96.8% | $1,587-83.5% |