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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $174,251 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $65,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,595 | $155,795-5.3% | $136,294+8.3% | $69,631+112.0% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 20.78% | 232464.33%-232443.6pp | 5155.94%-5135.2pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $5,527 | $2,991+84.8% | $4,695+17.7% | $2,032+172.0% |
| Participant deferral / active EE | $12,055 | $5,394+123.5% | $6,247+93.0% | $3,224+274.0% |
| Admin fee / account holder | $407 | $128+217.2% | $9,243-95.6% | $110+268.3% |