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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,234 |
Service code 15 · EIN 77-0573145 | Recordkeeping | $4,200 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,299 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,973 | $55,453+40.6% | $170,442-54.3% | $62,292+25.2% |
| Participation rate | 65.1% | 66.4%-1.3pp | 83.6%-18.5pp | 69.5%-4.4pp |
| Annual return | 14.88% | 21.38%-6.5pp | 205.93%-191.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,678 | $2,164-22.5% | $5,433-69.1% | $2,042-17.8% |
| Participant deferral / active EE | $4,204 | $2,303+82.6% | $4,939-14.9% | $3,169+32.7% |
| Admin fee / account holder | $91 | $455-80.1% | $13,880-99.3% | $479-81.1% |