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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,179 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $39,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $47,126-5.6% | $149,673-70.3% | $74,419-40.2% |
| Participation rate | 94.2% | 63.4%+30.8pp | 78.8%+15.5pp | 70.7%+23.5pp |
| Annual return | 17.61% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,674 | $1,905+40.3% | $4,818-44.5% | $2,637+1.4% |
| Participant deferral / active EE | $4,488 | $2,728+64.5% | $5,680-21.0% | $4,528-0.9% |
| Admin fee / account holder | $197 | $343-42.5% | $13,210-98.5% | $348-43.3% |