See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,473 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $51,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,746 | $88,083+126.8% | $164,813+21.2% | $74,495+168.1% |
| Participation rate | 87.4% | 73.0%+14.4pp | 78.6%+8.8pp | 67.2%+20.2pp |
| Annual return | 16.78% | 17.26%-0.5pp | 69.93%-53.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,020 | $2,593-60.7% | $4,341-76.5% | $2,623-61.1% |
| Participant deferral / active EE | $9,350 | $4,498+107.9% | $6,031+55.0% | $4,346+115.1% |
| Admin fee / account holder | $479 | $2,234-78.6% | $12,690-96.2% | $1,942-75.3% |