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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,182 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $46,452 |
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 | $151,629 | $86,655+75.0% | $119,609+26.8% | $66,914+126.6% |
| Participation rate | 88.8% | 75.6%+13.2pp | 79.3%+9.6pp | 69.8%+19.0pp |
| Annual return | -15.22% | -8.00%-7.2pp | -14.97%-0.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $864 | $2,536-65.9% | $4,232-79.6% | $2,544-66.0% |
| Participant deferral / active EE | $7,902 | $4,358+81.3% | $5,602+41.1% | $4,237+86.5% |
| Admin fee / account holder | $414 | $755-45.2% | $10,323-96.0% | $593-30.2% |