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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,176 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $45,154 |
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 | $177,572 | $82,978+114.0% | $129,995+36.6% | $71,457+148.5% |
| Participation rate | 90.3% | 74.1%+16.2pp | 78.5%+11.8pp | 67.9%+22.3pp |
| Annual return | 17.55% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $848 | $2,622-67.6% | $4,320-80.4% | $2,588-67.2% |
| Participant deferral / active EE | $8,537 | $4,432+92.6% | $5,820+46.7% | $4,289+99.1% |
| Admin fee / account holder | $432 | $1,729-75.0% | $10,614-95.9% | $1,587-72.8% |