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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,383 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $19,502 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $12,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,780 | $50,199+39.0% | $70,092-0.4% | $66,914+4.3% |
| Participation rate | 96.7% | 66.3%+30.3pp | 70.5%+26.2pp | 69.8%+26.8pp |
| Annual return | -13.59% | -13.85%+0.3pp | 190.73%-204.3pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,353 | $1,864-27.4% | $2,559-47.1% | $2,544-46.8% |
| Participant deferral / active EE | $3,187 | $3,112+2.4% | $3,849-17.2% | $4,237-24.8% |
| Admin fee / account holder | $293 | $600-51.1% | $6,267-95.3% | $593-50.6% |