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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,011 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 | Advisory (Plan) | $26,652 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 49 · EIN 33-0499726 | Other Services | $19,209 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $5,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,716 | $89,808+17.7% | $100,391+5.3% | $77,643+36.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 67.92% | 20.62%+47.3pp | 49.20%+18.7pp | 31.24%+36.7pp |
| Employer contribution / active EE | $6,094 | $3,039+100.5% | $3,942+54.6% | $2,726+123.6% |
| Participant deferral / active EE | $13,115 | $8,284+58.3% | $8,082+62.3% | $4,647+182.2% |
| Admin fee / account holder | $255 | $174+46.1% | $7,899-96.8% | $430-40.8% |