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 9-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 |
|---|---|---|
CERINI & ASSOCIATES LLP7 years Filed as: CERINI & ASSOCIATES Service code 10 · EIN 11-3066459 | Accounting | $38,300 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $15,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,911 |
Employer 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 | $26,914 | $46,553-42.2% | $64,056-58.0% | $75,163-64.2% |
| Participation rate | 92.1% | 65.9%+26.1pp | 72.3%+19.8pp | 67.2%+24.9pp |
| Annual return | 13.52% | 26.03%-12.5pp | 33.69%-20.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $7 | $1,974-99.7% | $2,747-99.8% | $2,670-99.7% |
| Participant deferral / active EE | $2,610 | $2,837-8.0% | $3,880-32.7% | $4,125-36.7% |
| Admin fee / account holder | $233 | $2,952-92.1% | $3,068-92.4% | $5,651-95.9% |