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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,027 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $29,834 |
MCM CPAS & ADVISORS LLP2 years Service code 15 · EIN 27-1235638 | Recordkeeping | $2,400 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,640 |
MCM CPAS & ADVISORS LLP3 years Filed as: MCM CPAS & ADVISORS Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,345 | $76,670+6.1% | $96,683-15.9% | $71,457+13.8% |
| Participation rate | 66.0% | 66.6%-0.6pp | 74.3%-8.3pp | 67.9%-1.9pp |
| Annual return | 15.12% | 48.29%-33.2pp | 35.69%-20.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,648 | $3,031-12.7% | $3,737-29.1% | $2,588+2.3% |
| Participant deferral / active EE | $6,179 | $3,771+63.8% | $4,878+26.7% | $4,289+44.1% |
| Admin fee / account holder | $399 | $2,028-80.3% | $6,730-94.1% | $1,587-74.9% |