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 INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $34,022 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,316 | $39,898-24.0% | $121,196-75.0% | $55,725-45.6% |
| Participation rate | 27.2% | 61.2%-34.0pp | 71.7%-44.6pp | 70.9%-43.7pp |
| Annual return | 0.02% | -0.96%+1.0pp | 16.93%-16.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $902 | $1,295-30.3% | $4,022-77.6% | $2,078-56.6% |
| Participant deferral / active EE | $1,782 | $2,439-26.9% | $3,344-46.7% | $3,356-46.9% |
| Admin fee / account holder | $146 | $95+53.6% | $5,019-97.1% | $115+26.8% |