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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $54,435 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,580 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,063 | $66,302+43.4% | $110,238-13.8% | $56,287+68.9% |
| Participation rate | 88.4% | 74.9%+13.5pp | 79.8%+8.6pp | 69.9%+18.6pp |
| Annual return | -5.07% | -1.18%-3.9pp | 314.74%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $690 | $2,047-66.3% | $3,826-82.0% | $2,111-67.3% |
| Participant deferral / active EE | $6,105 | $3,381+80.6% | $4,672+30.7% | $3,350+82.3% |
| Admin fee / account holder | $107 | $698-84.7% | $8,547-98.8% | $521-79.5% |