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 Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,275 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,102 | $78,672+26.0% | $109,143-9.2% | $85,850+15.4% |
| Participation rate | 80.4% | 68.3%+12.1pp | 75.9%+4.5pp | 69.3%+11.1pp |
| Annual return | 9.46% | 25.09%-15.6pp | 25.75%-16.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $4,634 | $2,735+69.4% | $3,722+24.5% | $2,565+80.6% |
| Participant deferral / active EE | $13,813 | $3,467+298.4% | $4,653+196.9% | $3,952+249.5% |
| Admin fee / account holder | $697 | $5,469-87.2% | $6,752-89.7% | $6,260-88.9% |