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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,582 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $23,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,117 | $53,165-11.4% | $86,188-45.3% | $74,419-36.7% |
| Participation rate | 54.3% | 64.9%-10.6pp | 69.0%-14.7pp | 70.7%-16.4pp |
| Annual return | 18.03% | 22.64%-4.6pp | 1168.45%-1150.4pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,323 | $1,210+9.3% | $2,380-44.4% | $2,637-49.8% |
| Participant deferral / active EE | $1,905 | $3,234-41.1% | $3,985-52.2% | $4,528-57.9% |
| Admin fee / account holder | $294 | $551-46.6% | $6,852-95.7% | $348-15.4% |