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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,754 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,497 | $89,282-9.8% | $94,646-14.9% | $74,419+8.2% |
| Participation rate | 96.4% | 82.4%+14.0pp | 80.8%+15.6pp | 70.7%+25.7pp |
| Annual return | 19.73% | 25.96%-6.2pp | 156.71%-137.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $5,447 | $3,022+80.2% | $3,672+48.3% | $2,637+106.5% |
| Participant deferral / active EE | $10,207 | $8,425+21.2% | $7,418+37.6% | $4,528+125.4% |
| Admin fee / account holder | $100 | $219-54.4% | $7,231-98.6% | $348-71.3% |