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 | $28,346 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,903 | $86,655-67.8% | $119,609-76.7% | $66,914-58.3% |
| Participation rate | 63.3% | 75.6%-12.2pp | 79.3%-15.9pp | 69.8%-6.5pp |
| Annual return | -19.25% | -8.00%-11.2pp | -14.97%-4.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $279 | $2,536-89.0% | $4,232-93.4% | $2,544-89.0% |
| Participant deferral / active EE | $3,602 | $4,358-17.3% | $5,602-35.7% | $4,237-15.0% |
| Admin fee / account holder | $301 | $755-60.1% | $10,323-97.1% | $593-49.2% |