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 | $70,207 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $33,936 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,881 | $62,127+22.1% | $81,382-6.8% | $74,495+1.9% |
| Participation rate | 98.5% | 64.0%+34.5pp | 69.5%+29.0pp | 67.2%+31.3pp |
| Annual return | 10.43% | 16.48%-6.1pp | 24.73%-14.3pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $3,225 | $1,882+71.3% | $2,463+31.0% | $2,623+23.0% |
| Participant deferral / active EE | $5,295 | $3,229+64.0% | $3,883+36.4% | $4,346+21.8% |
| Admin fee / account holder | $296 | $1,934-84.7% | $5,768-94.9% | $1,942-84.7% |