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 36-3429599 | Advisory (Plan) | $23,340 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,770 |
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 | $41,016 | $48,277-15.0% | $63,517-35.4% | $55,191-25.7% |
| Participation rate | 98.1% | 69.4%+28.7pp | 71.0%+27.0pp | 69.2%+28.9pp |
| Annual return | -0.54% | 2.37%-2.9pp | -70.30%+69.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $989 | $1,592-37.9% | $2,322-57.4% | $1,899-47.9% |
| Participant deferral / active EE | $1,957 | $2,432-19.5% | $2,953-33.7% | $3,046-35.8% |
| Admin fee / account holder | $136 | $86+58.5% | $5,892-97.7% | $91+50.1% |