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 | $102,238 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,695 | $64,612-6.1% | $86,436-29.8% | $64,808-6.3% |
| Participation rate | 96.2% | 81.5%+14.7pp | 80.3%+15.9pp | 71.5%+24.7pp |
| Annual return | -14.60% | 0.66%-15.3pp | 4394.89%-4409.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $4,469 | $2,744+62.8% | $3,769+18.6% | $2,506+78.3% |
| Participant deferral / active EE | $9,193 | $7,497+22.6% | $6,952+32.2% | $4,310+113.3% |
| Admin fee / account holder | $84 | $169-50.5% | $6,731-98.8% | $188-55.4% |