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 | $105,553 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $58,064 |
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 | $129,145 | $86,332+49.6% | $125,175+3.2% | $65,185+98.1% |
| Participation rate | 84.7% | 75.3%+9.4pp | 79.8%+4.9pp | 70.2%+14.5pp |
| Annual return | 21.67% | 27.43%-5.8pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $755 | $2,040-63.0% | $3,865-80.5% | $2,177-65.3% |
| Participant deferral / active EE | $6,886 | $3,537+94.7% | $4,937+39.5% | $3,514+96.0% |
| Admin fee / account holder | $484 | $609-20.5% | $9,702-95.0% | $847-42.8% |