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 10-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 INVESTMENT MNGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,332 | $46,761-58.7% | $106,619-81.9% | $57,658-66.5% |
| Participation rate | 21.0% | 56.9%-35.9pp | 78.0%-57.0pp | 70.2%-49.3pp |
| Annual return | 7.35% | 15.77%-8.4pp | 9.42%-2.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $388 | $1,274-69.5% | $3,947-90.2% | $1,974-80.3% |
| Participant deferral / active EE | $669 | $1,954-65.8% | $3,930-83.0% | $3,061-78.1% |
| Admin fee / account holder | $0 | $97-100.0% | $6,418-100.0% | $95-100.0% |