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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $211,935 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,624 | $65,908+78.5% | $81,812+43.8% | $77,643+51.5% |
| Participation rate | 99.2% | 65.8%+33.4pp | 72.3%+26.9pp | 70.6%+28.7pp |
| Annual return | 14.85% | 26.64%-11.8pp | 773.79%-758.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $5,005 | $2,370+111.2% | $2,912+71.9% | $2,726+83.6% |
| Participant deferral / active EE | $8,825 | $3,505+151.7% | $4,319+104.3% | $4,647+89.9% |
| Admin fee / account holder | $265 | $526-49.6% | $7,386-96.4% | $430-38.3% |