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, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,415 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,433 |
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 | $78,103 | $64,707+20.7% | $112,228-30.4% | $68,494+14.0% |
| Participation rate | 61.1% | 67.2%-6.0pp | 75.1%-13.9pp | 67.9%-6.8pp |
| Annual return | -13.76% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,959 | $2,746-28.6% | $3,635-46.1% | $2,596-24.5% |
| Participant deferral / active EE | $5,738 | $3,565+61.0% | $4,728+21.4% | $4,027+42.5% |
| Admin fee / account holder | $652 | $5,232-87.5% | $6,410-89.8% | $5,403-87.9% |