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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $216,408 |
Filed as: MESIROW FINANCIAL INC Service code 49 · EIN 36-3194849 | Other Services | $66,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,920 | $50,127-66.2% | $149,673-88.7% | $80,160-78.9% |
| Participation rate | 92.9% | 64.3%+28.7pp | 78.8%+14.2pp | 72.9%+20.0pp |
| Annual return | 26.52% | 29.82%-3.3pp | 134.42%-107.9pp | 40.38%-13.9pp |
| Employer contribution / active EE | $1,142 | $1,865-38.8% | $4,818-76.3% | $2,978-61.7% |
| Participant deferral / active EE | $3,408 | $3,194+6.7% | $5,680-40.0% | $5,017-32.1% |
| Admin fee / account holder | $112 | $153-26.7% | $13,210-99.2% | $145-22.7% |