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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,516 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $65,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $179,736 | $100,801+78.3% | $149,696+20.1% | $73,409+144.8% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.5%+12.3pp | 72.2%+22.6pp |
| Annual return | 15.32% | 265.34%-250.0pp | 276.60%-261.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $6,355 | $3,312+91.9% | $4,644+36.8% | $2,234+184.5% |
| Participant deferral / active EE | $14,223 | $6,404+122.1% | $6,842+107.9% | $3,805+273.8% |
| Admin fee / account holder | $297 | $181+64.4% | $9,309-96.8% | $158+88.2% |