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 9-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 | $109,834 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,000 |
PENSION ASSURANCE LLP4 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 49 · EIN 33-0499726 | Other Services | $19,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,324 | $136,307-52.1% | $177,821-63.3% | $73,488-11.1% |
| Participation rate | 72.2% | 86.1%-14.0pp | 87.7%-15.6pp | 70.7%+1.5pp |
| Annual return | 15.51% | 18.68%-3.2pp | 48.32%-32.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $5,502 | $3,712+48.2% | $5,918-7.0% | $2,270+142.4% |
| Participant deferral / active EE | $10,478 | $5,829+79.8% | $7,714+35.8% | $3,740+180.2% |
| Admin fee / account holder | $217 | $596-63.5% | $12,427-98.2% | $513-57.6% |