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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,094 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,172 | $71,142+56.3% | $119,609-7.1% | $64,808+71.5% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.3%+20.1pp | 71.5%+27.9pp |
| Annual return | -15.51% | -10.01%-5.5pp | -14.97%-0.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,465 | $2,497-1.3% | $4,232-41.7% | $2,506-1.6% |
| Participant deferral / active EE | $6,403 | $4,490+42.6% | $5,602+14.3% | $4,310+48.6% |
| Admin fee / account holder | $183 | $162+12.9% | $10,323-98.2% | $188-2.5% |