Filed July 15, 2024
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,497 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $47,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,969 | $47,722+73.9% | $82,719+0.3% | $64,808+28.0% |
| Participation rate | 97.9% | 67.6%+30.3pp | 72.6%+25.4pp | 71.5%+26.5pp |
| Annual return | -16.36% | -13.05%-3.3pp | 701.18%-717.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $4,753 | $2,179+118.1% | $3,009+58.0% | $2,506+89.7% |
| Participant deferral / active EE | $7,768 | $3,329+133.3% | $4,395+76.8% | $4,310+80.2% |
| Admin fee / account holder | $211 | $143+47.7% | $5,329-96.0% | $188+12.5% |