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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,362 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,884 | $59,263-36.1% | $96,562-60.8% | $79,386-52.3% |
| Participation rate | 70.6% | 61.9%+8.7pp | 69.8%+0.8pp | 70.7%-0.1pp |
| Annual return | 16.93% | 27.07%-10.1pp | 37.78%-20.9pp | 116.85%-99.9pp |
| Employer contribution / active EE | $1,500 | $1,216+23.4% | $2,356-36.3% | $2,427-38.2% |
| Participant deferral / active EE | $2,097 | $2,948-28.9% | $3,849-45.5% | $4,046-48.2% |
| Admin fee / account holder | $253 | $658-61.6% | $6,181-95.9% | $626-59.6% |