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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,105 |
Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,356 |
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 | $25,715 | $40,174-36.0% | $84,015-69.4% | $67,579-61.9% |
| Participation rate | 66.7% | 62.7%+4.0pp | 69.0%-2.3pp | 71.3%-4.6pp |
| Annual return | 23.14% | 25.82%-2.7pp | 71.31%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $1,131 | $808+40.0% | $1,983-43.0% | $2,148-47.4% |
| Participant deferral / active EE | $1,624 | $2,301-29.4% | $3,239-49.8% | $3,539-54.1% |
| Admin fee / account holder | $154 | $128+20.4% | $6,101-97.5% | $142+8.5% |