See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $226,595 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $78,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,207 | $44,897-30.5% | $84,966-63.3% | $199,593-84.4% |
| Participation rate | 97.5% | 45.7%+51.8pp | 67.5%+30.0pp | 72.0%+25.5pp |
| Annual return | 12.62% | 20.96%-8.3pp | 66.38%-53.8pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,513 | $1,365+10.8% | $2,727-44.5% | $3,034-50.2% |
| Participant deferral / active EE | $3,884 | $2,668+45.6% | $4,519-14.0% | $5,087-23.6% |
| Admin fee / account holder | $211 | $584-63.9% | $6,149-96.6% | $269-21.4% |