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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,620 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
MORNINGSTAR2 years 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 | $124,641 | $91,372+36.4% | $129,995-4.1% | $74,419+67.5% |
| Participation rate | 99.4% | 77.8%+21.6pp | 78.5%+20.9pp | 70.7%+28.7pp |
| Annual return | 17.60% | 23.21%-5.6pp | -137.18%+154.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,406 | $2,563-6.1% | $4,320-44.3% | $2,637-8.8% |
| Participant deferral / active EE | $6,251 | $4,721+32.4% | $5,820+7.4% | $4,528+38.1% |
| Admin fee / account holder | $177 | $283-37.6% | $10,614-98.3% | $348-49.2% |