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) | $31,652 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,893 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,043 | $55,790-1.3% | $76,817-28.3% | $67,579-18.6% |
| Participation rate | 98.2% | 71.1%+27.1pp | 72.1%+26.1pp | 71.3%+26.9pp |
| Annual return | 17.76% | 64.45%-46.7pp | 1166.11%-1148.3pp | 378.56%-360.8pp |
| Employer contribution / active EE | $1,161 | $1,810-35.8% | $2,302-49.6% | $2,148-45.9% |
| Participant deferral / active EE | $2,722 | $2,875-5.3% | $3,336-18.4% | $3,539-23.1% |
| Admin fee / account holder | $161 | $159+1.3% | $6,420-97.5% | $142+13.3% |