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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $217,116 |
Filed as: MESIROW FINANCIAL INC Service code 49 · EIN 36-3194849 | Other Services | $95,973 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,019 | $45,000-71.1% | $143,757-90.9% | $77,904-83.3% |
| Participation rate | 92.1% | 66.8%+25.3pp | 80.3%+11.8pp | 73.7%+18.4pp |
| Annual return | -11.04% | 29.03%-40.1pp | -0.04%-11.0pp | 12.21%-23.2pp |
| Employer contribution / active EE | $1,258 | $1,870-32.7% | $4,951-74.6% | $2,848-55.8% |
| Participant deferral / active EE | $3,189 | $3,157+1.0% | $5,637-43.4% | $4,806-33.7% |
| Admin fee / account holder | $123 | $98+24.9% | $14,673-99.2% | $133-7.3% |