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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,726 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $21,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,042 | $55,230-32.9% | $79,550-53.4% | - |
| Participation rate | 57.8% | 62.4%-4.6pp | 69.5%-11.7pp | - |
| Annual return | -17.61% | -17.05%-0.6pp | 0.16%-17.8pp | - |
| Employer contribution / active EE | $1,470 | $1,304+12.7% | $2,413-39.1% | - |
| Participant deferral / active EE | $2,118 | $2,804-24.5% | $3,985-46.8% | - |
| Admin fee / account holder | $267 | $7,320-96.3% | $6,832-96.1% | - |