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 7-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 27 · EIN 36-3429599 | Advisory (Plan) | $36,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,924 |
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 | $53,570 | $88,122-39.2% | $141,162-62.1% | $67,579-20.7% |
| Participation rate | 92.6% | 76.5%+16.1pp | 82.5%+10.1pp | 71.3%+21.3pp |
| Annual return | 27.72% | 75.40%-47.7pp | 71.39%-43.7pp | 378.56%-350.8pp |
| Employer contribution / active EE | $2,557 | $3,224-20.7% | $4,735-46.0% | $2,148+19.0% |
| Participant deferral / active EE | $8,100 | $5,958+36.0% | $6,709+20.7% | $3,539+128.9% |
| Admin fee / account holder | $198 | $131+51.0% | $10,261-98.1% | $142+38.9% |