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 FINANCIAL INVESTMENT, MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $6,818 |
AMERITAS LIFE INSURANCE CORP8+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $4,785 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,282 | $54,701-81.2% | $86,188-88.1% | $71,457-85.6% |
| Participation rate | 75.0% | 60.1%+14.9pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | 11.75% | 20.06%-8.3pp | 1168.45%-1156.7pp | 28.85%-17.1pp |
| Employer contribution / active EE | $396 | $1,265-68.7% | $2,380-83.4% | $2,588-84.7% |
| Participant deferral / active EE | $1,704 | $3,108-45.2% | $3,985-57.2% | $4,289-60.3% |
| Admin fee / account holder | $76 | $1,922-96.1% | $6,852-98.9% | $1,587-95.2% |