See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,716 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,761 | $101,317+2.4% | $146,958-29.4% | $74,495+39.3% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 12.91% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,148 | $3,810-69.9% | $4,933-76.7% | $2,623-56.2% |
| Participant deferral / active EE | $9,073 | $7,303+24.2% | $8,070+12.4% | $4,346+108.8% |
| Admin fee / account holder | $248 | $1,739-85.8% | $12,998-98.1% | $1,942-87.2% |