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 | $38,916 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $28,928 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $2,400 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,531 |
MCM CPAS & ADVISORS LLP2 years Filed as: MCM CPAS & ADVISORS Service code 64 | Recordkeeping Fees | $329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,371 | $64,119+6.6% | $112,228-39.1% | $66,914+2.2% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.1%-3.6pp | 69.8%+1.6pp |
| Annual return | -14.82% | -13.81%-1.0pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,497 | $3,005-50.2% | $3,635-58.8% | $2,544-41.2% |
| Participant deferral / active EE | $5,673 | $3,693+53.6% | $4,728+20.0% | $4,237+33.9% |
| Admin fee / account holder | $383 | $625-38.8% | $6,410-94.0% | $593-35.5% |