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 | $55,061 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,240 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,903 | $95,274-35.0% | $135,903-54.5% | $74,419-16.8% |
| Participation rate | 98.0% | 78.2%+19.9pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 21.39% | 32.77%-11.4pp | 68.23%-46.8pp | 34.38%-13.0pp |
| Employer contribution / active EE | $3,579 | $3,874-7.6% | $4,856-26.3% | $2,637+35.7% |
| Participant deferral / active EE | $10,837 | $7,782+39.3% | $7,758+39.7% | $4,528+139.3% |
| Admin fee / account holder | $168 | $266-36.7% | $10,762-98.4% | $348-51.6% |