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 | $117,964 |
PENSIONMARK FINANCIAL GROUP LLC7+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $65,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,104 | $82,202+76.5% | $125,339+15.8% | $64,808+123.9% |
| Participation rate | 95.9% | 77.9%+18.0pp | 82.4%+13.5pp | 71.5%+24.4pp |
| Annual return | -15.19% | 3.48%-18.7pp | 572.05%-587.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $6,100 | $3,615+68.7% | $4,814+26.7% | $2,506+143.4% |
| Participant deferral / active EE | $13,963 | $7,175+94.6% | $7,446+87.5% | $4,310+224.0% |
| Admin fee / account holder | $245 | $163+49.9% | $10,010-97.6% | $188+30.3% |