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) | $33,578 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,247 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,413 | $61,473+1.5% | $81,930-23.8% | $73,409-15.0% |
| Participation rate | 97.8% | 72.4%+25.4pp | 72.0%+25.8pp | 72.2%+25.7pp |
| Annual return | 10.38% | 28.26%-17.9pp | 29.49%-19.1pp | 59.29%-48.9pp |
| Employer contribution / active EE | $1,161 | $1,898-38.8% | $4,310-73.1% | $2,234-48.0% |
| Participant deferral / active EE | $2,601 | $3,080-15.6% | $7,107-63.4% | $3,805-31.7% |
| Admin fee / account holder | $151 | $125+20.7% | $5,158-97.1% | $158-4.1% |