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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,977 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
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 | $117,505 | $78,419+49.8% | $133,956-12.3% | $73,409+60.1% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.8%+18.6pp | 72.2%+26.3pp |
| Annual return | 14.36% | 33.35%-19.0pp | 45.09%-30.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,955 | $2,044-4.3% | $3,919-50.1% | $2,234-12.5% |
| Participant deferral / active EE | $5,249 | $3,925+33.7% | $5,048+4.0% | $3,805+37.9% |
| Admin fee / account holder | $181 | $161+12.1% | $8,927-98.0% | $158+14.5% |