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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,167 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,074 | $66,601-15.8% | $92,893-39.6% | $67,579-17.0% |
| Participation rate | 49.1% | 72.5%-23.4pp | 76.0%-26.9pp | 71.3%-22.2pp |
| Annual return | 20.67% | 92.58%-71.9pp | 109.41%-88.7pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,283 | $2,775-53.8% | $3,653-64.9% | $2,148-40.3% |
| Participant deferral / active EE | $3,743 | $3,157+18.6% | $4,236-11.6% | $3,539+5.8% |
| Admin fee / account holder | $331 | $199+66.5% | $5,794-94.3% | $142+132.8% |