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 Service code 26 · EIN 36-3429599 | Advisory (Participants) | $16,653 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,519 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,351 | $58,083-28.8% | $80,019-48.3% | $56,287-26.5% |
| Participation rate | 82.0% | 73.6%+8.4pp | 75.8%+6.2pp | 69.9%+12.1pp |
| Annual return | -5.48% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,273 | $3,135-27.5% | $3,686-38.3% | $3,350-32.2% |
| Admin fee / account holder | $190 | $623-69.5% | $6,521-97.1% | $521-63.5% |