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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,136 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $50,000 |
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 | $47,595 | $82,202-42.1% | $125,339-62.0% | $64,808-26.6% |
| Participation rate | 91.9% | 77.9%+14.0pp | 82.4%+9.5pp | 71.5%+20.4pp |
| Annual return | -12.76% | 3.48%-16.2pp | 572.05%-584.8pp | 32.82%-45.6pp |
| Employer contribution / active EE | $2,531 | $3,615-30.0% | $4,814-47.4% | $2,506+1.0% |
| Participant deferral / active EE | $8,792 | $7,175+22.5% | $7,446+18.1% | $4,310+104.0% |
| Admin fee / account holder | $114 | $163-30.3% | $10,010-98.9% | $188-39.4% |