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) | $51,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,043 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,656 | $100,801-28.9% | $149,696-52.1% | $73,409-2.4% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.5%+10.9pp | 72.2%+21.2pp |
| Annual return | 107.50% | 265.34%-157.8pp | 276.60%-169.1pp | 59.29%+48.2pp |
| Employer contribution / active EE | $2,754 | $3,312-16.8% | $4,644-40.7% | $2,234+23.3% |
| Participant deferral / active EE | $8,181 | $6,404+27.7% | $6,842+19.6% | $3,805+115.0% |
| Admin fee / account holder | $170 | $181-5.7% | $9,309-98.2% | $158+7.9% |