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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $88,682 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,646 | $79,171-0.7% | $102,423-23.2% | $74,495+5.6% |
| Participation rate | 95.8% | 74.8%+21.0pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 17.16% | 54.93%-37.8pp | 29.32%-12.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,136 | $2,362-9.6% | $3,023-29.3% | $2,623-18.6% |
| Participant deferral / active EE | $5,344 | $4,415+21.0% | $5,053+5.8% | $4,346+23.0% |
| Admin fee / account holder | $354 | $2,001-82.3% | $9,451-96.3% | $1,942-81.8% |