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 8-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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,715 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $9,696 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,555 | $111,608+26.8% | $177,821-20.4% | $73,409+92.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 21.25% | 18.23%+3.0pp | 48.32%-27.1pp | 59.29%-38.0pp |
| Employer contribution / active EE | $8,966 | $3,796+136.2% | $5,918+51.5% | $2,234+301.4% |
| Participant deferral / active EE | $10,563 | $6,199+70.4% | $7,714+36.9% | $3,805+177.6% |
| Admin fee / account holder | $19 | $166-88.6% | $12,427-99.8% | $158-88.0% |