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) | $44,638 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,632 | $59,584+30.3% | $86,874-10.6% | $79,386-2.2% |
| Participation rate | 96.0% | 67.7%+28.3pp | 71.6%+24.3pp | 70.7%+25.3pp |
| Annual return | 23.06% | 23.15%-0.1pp | 63.52%-40.5pp | 116.85%-93.8pp |
| Employer contribution / active EE | $1,289 | $1,768-27.1% | $2,495-48.3% | $2,427-46.9% |
| Participant deferral / active EE | $2,899 | $3,036-4.5% | $3,699-21.6% | $4,046-28.3% |
| Admin fee / account holder | $214 | $604-64.6% | $5,828-96.3% | $626-65.9% |