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 |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $57,318 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,242 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $129,228 | $122,693+5.3% | $184,203-29.8% | $199,593-35.3% |
| Participation rate | 45.7% | 86.8%-41.1pp | 86.8%-41.1pp | 72.0%-26.3pp |
| Annual return | 20.17% | 143.91%-123.7pp | 28.81%-8.6pp | 34.25%-14.1pp |
| Employer contribution / active EE | $1,992 | $4,584-56.6% | $6,427-69.0% | $3,034-34.4% |
| Participant deferral / active EE | $5,249 | $7,990-34.3% | $9,131-42.5% | $5,087+3.2% |
| Admin fee / account holder | $94 | $121-22.1% | $13,901-99.3% | $269-65.1% |