See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $82,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,020 |
CARON & BLETZER, PLLC1 year Filed as: CARON BLETZER Service code 10 · EIN 04-3499945 | Accounting | $8,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,221 | $104,317-44.2% | $159,436-63.5% | $86,799-32.9% |
| Participation rate | 77.9% | 77.7%+0.2pp | 82.8%-4.9pp | 72.3%+5.6pp |
| Annual return | 23.17% | 26.32%-3.2pp | 263.57%-240.4pp | 97.91%-74.7pp |
| Employer contribution / active EE | $1,959 | $3,451-43.2% | $4,829-59.4% | $2,405-18.5% |
| Participant deferral / active EE | $6,163 | $6,837-9.9% | $7,352-16.2% | $4,131+49.2% |
| Admin fee / account holder | $185 | $172+7.6% | $10,799-98.3% | $170+9.3% |