Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $182,183 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $102,832 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $12,480 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,552 | $53,199-57.6% | $155,567-85.5% | $199,768-88.7% |
| Participation rate | 97.1% | 64.1%+33.0pp | 78.2%+18.9pp | 72.0%+25.1pp |
| Annual return | 13.75% | 41.17%-27.4pp | 64.74%-51.0pp | 34.26%-20.5pp |
| Employer contribution / active EE | $318 | $1,852-82.8% | $4,674-93.2% | $3,037-89.5% |
| Participant deferral / active EE | $3,542 | $3,163+12.0% | $5,628-37.1% | $5,090-30.4% |
| Admin fee / account holder | $117 | $186-36.7% | $15,916-99.3% | $269-56.3% |