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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,781 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
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 | $97,066 | $69,159+40.4% | $125,175-22.5% | $67,579+43.6% |
| Participation rate | 97.6% | 78.2%+19.4pp | 79.8%+17.9pp | 71.3%+26.4pp |
| Annual return | 22.88% | 27.12%-4.2pp | 43.79%-20.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,985 | $2,023-1.9% | $3,865-48.6% | $2,148-7.6% |
| Participant deferral / active EE | $4,725 | $3,700+27.7% | $4,937-4.3% | $3,539+33.5% |
| Admin fee / account holder | $60 | $142-57.6% | $9,702-99.4% | $142-57.7% |