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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,253 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 | Advisory (Plan) | $19,500 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,988 | $58,320+116.0% | $86,436+45.8% | $66,914+88.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 80.3%+8.6pp | 69.8%+19.1pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4394.89%-4394.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $5,466 | $2,615+109.0% | $3,769+45.1% | $2,544+114.9% |
| Participant deferral / active EE | $10,822 | $6,899+56.9% | $6,952+55.7% | $4,237+155.4% |
| Admin fee / account holder | $379 | $546-30.6% | $6,731-94.4% | $593-36.2% |