Filed August 11, 2025
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 | $83,469 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,835 | $46,292-18.3% | $143,757-73.7% | $64,808-41.6% |
| Participation rate | 90.9% | 64.2%+26.7pp | 80.3%+10.6pp | 71.5%+19.4pp |
| Annual return | -12.55% | -10.05%-2.5pp | -0.04%-12.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $2,503 | $1,910+31.1% | $4,951-49.4% | $2,506-0.1% |
| Participant deferral / active EE | $4,674 | $2,646+76.7% | $5,637-17.1% | $4,310+8.4% |
| Admin fee / account holder | $208 | $154+35.4% | $14,673-98.6% | $188+10.8% |