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 | $62,628 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 233 S. WACKER DRIVE SUITE 2000 · CHICAGO, IL 60606 | Advisory (Plan) | $50,000 |
CROWE LLP6 years Service code 10 PO BOX 71570 · CHICAGO, IL 606941570 | Accounting | $14,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,753 | $72,254+7.6% | $86,677-10.3% | $64,808+20.0% |
| Participation rate | 93.0% | 80.4%+12.6pp | 76.6%+16.4pp | 71.5%+21.5pp |
| Annual return | -13.71% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3 | $2,393-99.9% | $2,836-99.9% | $2,506-99.9% |
| Participant deferral / active EE | $5,485 | $4,658+17.8% | $4,656+17.8% | $4,310+27.3% |
| Admin fee / account holder | $300 | $174+72.7% | $7,493-96.0% | $188+59.9% |