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 5-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 INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $60,224 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,194 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $13,354 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,191 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,248 | $56,485+22.6% | $185,823-62.7% | $86,799-20.2% |
| Participation rate | 80.7% | 65.5%+15.2pp | 81.7%-1.0pp | 72.3%+8.4pp |
| Annual return | 180.76% | 118.04%+62.7pp | 122.05%+58.7pp | 97.91%+82.9pp |
| Employer contribution / active EE | $1,065 | $1,843-42.2% | $5,167-79.4% | $2,405-55.7% |
| Participant deferral / active EE | $6,450 | $2,553+152.6% | $5,568+15.8% | $4,131+56.1% |
| Admin fee / account holder | $166 | $150+11.1% | $16,237-99.0% | $170-2.0% |