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) | $16,801 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,566 | $72,607-34.5% | $90,749-47.6% | $66,914-28.9% |
| Participation rate | 62.6% | 73.7%-11.1pp | 75.7%-13.1pp | 69.8%-7.2pp |
| Annual return | -14.62% | -12.28%-2.3pp | -12.16%-2.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,667 | $3,977-58.1% | $4,564-63.5% | $4,237-60.6% |
| Admin fee / account holder | $161 | $707-77.2% | $8,445-98.1% | $593-72.8% |