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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,192 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $84,391 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,498 | $87,125-29.4% | $108,410-43.3% | $86,799-29.1% |
| Participation rate | 95.9% | 80.5%+15.4pp | 80.1%+15.8pp | 72.3%+23.6pp |
| Annual return | 32.40% | 25.21%+7.2pp | 905.27%-872.9pp | 97.91%-65.5pp |
| Employer contribution / active EE | $4,567 | $2,477+84.4% | $3,558+28.4% | $2,405+89.9% |
| Participant deferral / active EE | $8,227 | $6,944+18.5% | $6,563+25.4% | $4,131+99.1% |
| Admin fee / account holder | $197 | $130+51.5% | $7,295-97.3% | $170+16.4% |