Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,881 | $62,146+22.1% | $81,438-6.8% | $74,546+1.8% |
| Participation rate | 98.5% | 64.1%+34.4pp | 69.5%+29.0pp | 67.2%+31.3pp |
| Annual return | 10.43% | 16.49%-6.1pp | 24.74%-14.3pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $3,225 | $1,883+71.3% | $2,460+31.1% | $2,624+22.9% |
| Participant deferral / active EE | $5,295 | $3,229+64.0% | $3,883+36.4% | $4,347+21.8% |
| Admin fee / account holder | $296 | $1,922-84.6% | $5,764-94.9% | $1,944-84.8% |