See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $46,434 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,345 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,051 | $84,487-40.8% | $125,339-60.1% | $66,914-25.2% |
| Participation rate | 98.7% | 76.4%+22.3pp | 82.4%+16.3pp | 69.8%+28.9pp |
| Annual return | -9.15% | -8.39%-0.8pp | 572.05%-581.2pp | 1.58%-10.7pp |
| Employer contribution / active EE | $4,690 | $3,553+32.0% | $4,814-2.6% | $2,544+84.3% |
| Participant deferral / active EE | $14,089 | $6,781+107.8% | $7,446+89.2% | $4,237+232.5% |
| Admin fee / account holder | $152 | $685-77.8% | $10,010-98.5% | $593-74.4% |