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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,666 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,317 | $56,640+107.1% | $80,975+44.9% | $57,658+103.5% |
| Participation rate | 99.4% | 75.9%+23.6pp | 75.8%+23.6pp | 70.2%+29.2pp |
| Annual return | 6.51% | 19.97%-13.5pp | 17.10%-10.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $10,537 | $2,085+405.4% | $3,714+183.7% | $1,974+433.9% |
| Participant deferral / active EE | $4,624 | $4,944-6.5% | $5,696-18.8% | $3,061+51.1% |
| Admin fee / account holder | $39 | $87-55.0% | $5,516-99.3% | $95-58.5% |