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 | $27,274 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,562 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,177 | $63,355+75.5% | $91,989+20.9% | $72,985+52.3% |
| Participation rate | 79.5% | 72.5%+7.0pp | 78.6%+0.9pp | 69.5%+10.1pp |
| Annual return | 22.70% | 35.35%-12.6pp | 69.02%-46.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $807 | $2,116-61.8% | $3,452-76.6% | $2,440-66.9% |
| Participant deferral / active EE | $3,089 | $4,883-36.7% | $5,923-47.8% | $3,607-14.4% |
| Admin fee / account holder | $426 | $4,668-90.9% | $7,743-94.5% | $5,124-91.7% |