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) | $57,493 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,939 | $53,932+1.9% | $134,143-59.0% | $90,288-39.2% |
| Participation rate | 23.7% | 60.4%-36.7pp | 72.2%-48.5pp | 73.4%-49.6pp |
| Annual return | 19.29% | 23.16%-3.9pp | 36.33%-17.0pp | 53.97%-34.7pp |
| Employer contribution / active EE | $860 | $1,611-46.6% | $3,704-76.8% | $2,524-65.9% |
| Participant deferral / active EE | $1,741 | $2,432-28.4% | $3,499-50.2% | $4,232-58.9% |
| Admin fee / account holder | $197 | $104+90.1% | $6,684-97.1% | $114+72.7% |