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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,887 | $62,267+26.7% | $110,238-28.4% | $55,725+41.6% |
| Participation rate | 97.9% | 78.1%+19.7pp | 79.8%+18.0pp | 70.9%+27.0pp |
| Annual return | -5.70% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,778 | $1,941-8.4% | $3,826-53.5% | $2,078-14.4% |
| Participant deferral / active EE | $4,351 | $3,516+23.8% | $4,672-6.9% | $3,356+29.7% |
| Admin fee / account holder | $22 | $121-81.9% | $8,547-99.7% | $115-81.0% |