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 |
|---|---|---|
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $20,025 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 28 353 N. CLARK ST. · CHICAGO, IL 60654 | Investment Management | $12,817 |
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 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 | $52,872 | $56,629-6.6% | $77,999-32.2% | $55,167-4.2% |
| Participation rate | 98.4% | 73.3%+25.1pp | 75.5%+22.9pp | 69.0%+29.5pp |
| Annual return | 1.71% | 2866.98%-2865.3pp | 425.96%-424.3pp | 169.23%-167.5pp |
| Employer contribution / active EE | $3,488 | $1,723+102.5% | $2,470+41.2% | $1,963+77.7% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $302 | $467-35.3% | $5,480-94.5% | $504-40.1% |