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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $56,127 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 233 S. WACKER DRIVE SUITE 2000 · CHICAGO, IL 60606 | Advisory (Plan) | $40,000 |
CROWE LLP4 years Service code 10 PO BOX 71570 · CHICAGO, IL 606941570 | Accounting | $13,500 |
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 | $87,203 | $79,519+9.7% | $95,952-9.1% | $73,409+18.8% |
| Participation rate | 93.3% | 81.2%+12.1pp | 77.1%+16.2pp | 72.2%+21.1pp |
| Annual return | 13.56% | 19.20%-5.6pp | 91.61%-78.1pp | 59.29%-45.7pp |
| Employer contribution / active EE | $906 | $2,048-55.8% | $2,541-64.3% | $2,234-59.4% |
| Participant deferral / active EE | $4,055 | $4,138-2.0% | $4,167-2.7% | $3,805+6.6% |
| Admin fee / account holder | $236 | $184+28.2% | $6,795-96.5% | $158+49.6% |