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 | $68,190 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
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 | $100,250 | $89,652+11.8% | $141,162-29.0% | $65,185+53.8% |
| Participation rate | 74.7% | 74.7%0pp | 82.5%-7.8pp | 70.2%+4.5pp |
| Annual return | 26.45% | 32.79%-6.3pp | 71.39%-44.9pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,829 | $3,065-40.3% | $4,735-61.4% | $2,177-16.0% |
| Participant deferral / active EE | $6,730 | $5,691+18.3% | $6,709+0.3% | $3,514+91.5% |
| Admin fee / account holder | $432 | $569-24.1% | $10,261-95.8% | $847-49.1% |