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 | $139,142 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $43,614 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,000 | $39,948-44.9% | $89,391-75.4% | $73,409-70.0% |
| Participation rate | 99.0% | 50.4%+48.6pp | 68.0%+31.0pp | 72.2%+26.8pp |
| Annual return | 15.24% | 50.12%-34.9pp | 245.62%-230.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $737 | $1,200-38.6% | $2,586-71.5% | $2,234-67.0% |
| Participant deferral / active EE | $2,332 | $2,193+6.3% | $3,890-40.1% | $3,805-38.7% |
| Admin fee / account holder | $160 | $134+19.3% | $4,881-96.7% | $158+1.4% |