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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,953 |
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 | $99,294 | $89,808+10.6% | $100,391-1.1% | $77,643+27.9% |
| Participation rate | 96.7% | 81.2%+15.5pp | 81.5%+15.2pp | 70.6%+26.1pp |
| Annual return | 16.10% | 20.62%-4.5pp | 49.20%-33.1pp | 31.24%-15.1pp |
| Employer contribution / active EE | $5,260 | $3,039+73.1% | $3,942+33.4% | $2,726+93.0% |
| Participant deferral / active EE | $10,655 | $8,284+28.6% | $8,082+31.8% | $4,647+129.3% |
| Admin fee / account holder | $128 | $174-26.3% | $7,899-98.4% | $430-70.1% |