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, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $54,497 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,478 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,902 | $66,124+76.8% | $90,404+29.3% | $73,488+59.1% |
| Participation rate | 87.8% | 69.7%+18.1pp | 72.7%+15.1pp | 70.7%+17.1pp |
| Annual return | 6.25% | 17.65%-11.4pp | 1293.02%-1286.8pp | 28.51%-22.3pp |
| Employer contribution / active EE | $5,435 | $2,346+131.6% | $3,262+66.6% | $2,270+139.4% |
| Participant deferral / active EE | $7,111 | $3,039+134.0% | $3,963+79.4% | $3,740+90.2% |
| Admin fee / account holder | $428 | $396+8.1% | $5,611-92.4% | $513-16.5% |