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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,879 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $20,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,431 | $108,549+49.6% | $156,263+3.9% | $85,563+89.8% |
| Participation rate | 99.4% | 77.1%+22.3pp | 78.9%+20.5pp | 66.0%+33.4pp |
| Annual return | 13.96% | 21.79%-7.8pp | 59.47%-45.5pp | 31.51%-17.6pp |
| Employer contribution / active EE | $2,600 | $2,690-3.3% | $4,333-40.0% | $2,654-2.0% |
| Participant deferral / active EE | $7,065 | $4,800+47.2% | $6,158+14.7% | $4,375+61.5% |
| Admin fee / account holder | $173 | $650-73.3% | $14,255-98.8% | $834-79.2% |