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 |
|---|---|---|
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $54,469 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $40,559 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $9,503 |
CHARLES SCHWAB & CO., INC.9 years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $126 |
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 | $77,051 | $88,083-12.5% | $164,813-53.2% | $74,495+3.4% |
| Participation rate | 95.4% | 73.0%+22.4pp | 78.6%+16.8pp | 67.2%+28.2pp |
| Annual return | 15.93% | 17.26%-1.3pp | 69.93%-54.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,233 | $2,593-52.4% | $4,341-71.6% | $2,623-53.0% |
| Participant deferral / active EE | $6,036 | $4,498+34.2% | $6,031+0.1% | $4,346+38.9% |
| Admin fee / account holder | $325 | $2,234-85.4% | $12,690-97.4% | $1,942-83.2% |