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 | $64,933 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 233 S. WACKER DRIVE SUITE 2000 · CHICAGO, IL 60606 | Advisory (Plan) | $40,000 |
CROWE LLP5 years Service code 10 PO BOX 71570 · CHICAGO, IL 606941570 | Accounting | $13,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,798 | $185,342-52.6% | $111,297-21.1% | $86,799+1.2% |
| Participation rate | 95.4% | 81.0%+14.4pp | 77.3%+18.1pp | 72.3%+23.1pp |
| Annual return | 13.62% | 500.80%-487.2pp | 54.65%-41.0pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,124 | $2,246-50.0% | $2,731-58.9% | $2,405-53.3% |
| Participant deferral / active EE | $4,933 | $4,458+10.6% | $4,487+9.9% | $4,131+19.4% |
| Admin fee / account holder | $240 | $255-6.1% | $7,964-97.0% | $170+41.4% |