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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $396,509 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $88,247 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,701 | $83,158-6.6% | $167,512-53.6% | $102,872-24.5% |
| Participation rate | 92.1% | 70.1%+22.0pp | 77.1%+15.1pp | 73.0%+19.1pp |
| Annual return | 16.27% | 21.37%-5.1pp | 1615.79%-1599.5pp | 19.06%-2.8pp |
| Employer contribution / active EE | $1,619 | $2,233-27.5% | $3,882-58.3% | $3,526-54.1% |
| Participant deferral / active EE | $9,229 | $5,132+79.8% | $6,405+44.1% | $5,535+66.7% |
| Admin fee / account holder | $110 | $109+0.9% | $9,769-98.9% | $292-62.3% |