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 6-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $226,576 |
Filed as: MESIROW FINANCIAL INC Service code 49 · EIN 36-3194849 | Other Services | $84,796 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,455 | $56,485-69.1% | $185,823-90.6% | $86,799-79.9% |
| Participation rate | 94.0% | 65.5%+28.5pp | 81.7%+12.3pp | 72.3%+21.7pp |
| Annual return | 20.98% | 118.04%-97.1pp | 122.05%-101.1pp | 97.91%-76.9pp |
| Employer contribution / active EE | $1,092 | $1,843-40.7% | $5,167-78.9% | $2,405-54.6% |
| Participant deferral / active EE | $3,212 | $2,553+25.8% | $5,568-42.3% | $4,131-22.3% |
| Admin fee / account holder | $194 | $150+29.5% | $16,237-98.8% | $170+14.2% |