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 | $47,029 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $8,000 |
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 | $85,873 | $86,332-0.5% | $125,175-31.4% | $65,185+31.7% |
| Participation rate | 96.3% | 75.3%+21.0pp | 79.8%+16.5pp | 70.2%+26.1pp |
| Annual return | 20.96% | 27.43%-6.5pp | 43.79%-22.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $646 | $2,040-68.3% | $3,865-83.3% | $2,177-70.3% |
| Participant deferral / active EE | $7,025 | $3,537+98.6% | $4,937+42.3% | $3,514+99.9% |
| Admin fee / account holder | $327 | $609-46.4% | $9,702-96.6% | $847-61.4% |