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 | $150,923 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $57,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,149 | $34,677-44.8% | $77,024-75.1% | $64,808-70.5% |
| Participation rate | 99.2% | 49.8%+49.4pp | 67.9%+31.3pp | 71.5%+27.8pp |
| Annual return | -17.47% | -5.33%-12.1pp | 42.32%-59.8pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,317 | $1,370-3.9% | $2,812-53.2% | $2,506-47.4% |
| Participant deferral / active EE | $3,389 | $2,556+32.6% | $4,426-23.4% | $4,310-21.4% |
| Admin fee / account holder | $137 | $179-23.2% | $5,425-97.5% | $188-26.9% |