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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,481 |
SAGEVIEW ADVISORY GROUP, LLC4 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,704 | $99,957+7.8% | $149,696-28.1% | $73,488+46.6% |
| Participation rate | 79.1% | 75.7%+3.4pp | 82.5%-3.4pp | 70.7%+8.4pp |
| Annual return | 16.71% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,129 | $3,191-33.3% | $4,644-54.2% | $2,270-6.2% |
| Participant deferral / active EE | $8,170 | $6,073+34.5% | $6,842+19.4% | $3,740+118.5% |
| Admin fee / account holder | $389 | $551-29.4% | $9,309-95.8% | $513-24.2% |