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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,036 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $61,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,355 | $81,474+78.4% | $133,956+8.5% | $73,488+97.8% |
| Participation rate | 89.9% | 76.4%+13.6pp | 79.8%+10.1pp | 70.7%+19.3pp |
| Annual return | 10.59% | 19.40%-8.8pp | 45.09%-34.5pp | 28.51%-17.9pp |
| Employer contribution / active EE | $725 | $2,209-67.2% | $3,919-81.5% | $2,270-68.1% |
| Participant deferral / active EE | $6,460 | $3,786+70.6% | $5,048+28.0% | $3,740+72.8% |
| Admin fee / account holder | $525 | $713-26.4% | $8,927-94.1% | $513+2.3% |