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) | $17,407 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,189 |
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 | $49,204 | $66,310-25.8% | $93,606-47.4% | $65,185-24.5% |
| Participation rate | 77.7% | 74.0%+3.7pp | 75.8%+1.9pp | 70.2%+7.5pp |
| Annual return | 18.80% | 42.58%-23.8pp | 32.76%-14.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,273 | $3,342-32.0% | $4,069-44.1% | $3,514-35.3% |
| Admin fee / account holder | $148 | $6,897-97.9% | $7,888-98.1% | $847-82.5% |