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: BANCWEST INVESTMENT SERVICES, INC Service code 27 · EIN 13-6318472 | Advisory (Plan) | $27,522 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,933 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,699 | $84,487+76.0% | $125,339+18.6% | $66,914+122.2% |
| Participation rate | 54.3% | 76.4%-22.1pp | 82.4%-28.0pp | 69.8%-15.5pp |
| Annual return | -15.72% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,226 | $3,553-65.5% | $4,814-74.5% | $2,544-51.8% |
| Participant deferral / active EE | $7,213 | $6,781+6.4% | $7,446-3.1% | $4,237+70.2% |
| Admin fee / account holder | $259 | $685-62.2% | $10,010-97.4% | $593-56.4% |