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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,810 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,862 |
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 | $25,959 | $64,286-59.6% | $90,951-71.5% | $73,409-64.6% |
| Participation rate | 78.4% | 63.6%+14.8pp | 69.0%+9.3pp | 72.2%+6.2pp |
| Annual return | 17.55% | 21.45%-3.9pp | 134.60%-117.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,135 | $895+26.9% | $2,122-46.5% | $2,234-49.2% |
| Participant deferral / active EE | $1,525 | $2,453-37.9% | $3,373-54.8% | $3,805-59.9% |
| Admin fee / account holder | $146 | $287-49.1% | $5,959-97.5% | $158-7.5% |