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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,193 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $16,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,654 | $79,557+225.1% | $118,746+117.8% | $70,131+268.8% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.3%-28.3pp | 69.5%-19.5pp |
| Annual return | 2.95% | 25.64%-22.7pp | 24.54%-21.6pp | 73.14%-70.2pp |
| Employer contribution / active EE | $6,694 | $2,861+134.0% | $4,193+59.7% | $2,342+185.8% |
| Participant deferral / active EE | $2,863 | $4,089-30.0% | $5,332-46.3% | $3,332-14.1% |
| Admin fee / account holder | $438 | $5,374-91.8% | $10,720-95.9% | $4,645-90.6% |