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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,975 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $104,554 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $39,201 | $96,018-59.2% | $65,493-40.1% | $85,563-54.2% |
| Participation rate | 98.9% | 74.8%+24.1pp | 73.1%+25.8pp | 66.0%+33.0pp |
| Annual return | 19.64% | 14.51%+5.1pp | 982.45%-962.8pp | 31.51%-11.9pp |
| Employer contribution / active EE | $1,049 | $3,235-67.6% | $2,574-59.2% | $2,654-60.5% |
| Participant deferral / active EE | $5,335 | $4,055+31.6% | $3,961+34.7% | $4,375+21.9% |
| Admin fee / account holder | $171 | $271-36.7% | $5,028-96.6% | $834-79.5% |