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 |
|---|---|---|
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.5 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,225 | $65,061+17.2% | $143,757-47.0% | $66,914+13.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.10% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,757 | $2,361+16.8% | $4,951-44.3% | $2,544+8.4% |
| Participant deferral / active EE | $3,552 | $2,919+21.7% | $5,637-37.0% | $4,237-16.2% |
| Admin fee / account holder | $192 | $502-61.7% | $14,673-98.7% | $593-67.6% |