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 10-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $274,716 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $73,125 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $27,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,389 | $76,173+8.2% | $81,438+1.2% | $199,768-58.8% |
| Participation rate | 54.2% | 76.3%-22.0pp | 69.5%-15.3pp | 72.0%-17.8pp |
| Annual return | 14.24% | 15.59%-1.4pp | 24.74%-10.5pp | 34.26%-20.0pp |
| Employer contribution / active EE | $1,799 | $2,792-35.6% | $2,460-26.9% | $3,037-40.8% |
| Participant deferral / active EE | $3,237 | $4,201-22.9% | $3,883-16.6% | $5,090-36.4% |
| Admin fee / account holder | $132 | $146-9.8% | $5,764-97.7% | $269-51.0% |