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 | $53,634 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 233 S. WACKER DRIVE SUITE 2000 · CHICAGO, IL 60606 | Advisory (Plan) | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,704 | $99,078-14.5% | $96,544-12.3% | $74,419+13.8% |
| Participation rate | 92.1% | 80.7%+11.5pp | 76.0%+16.2pp | 70.7%+21.4pp |
| Annual return | 13.29% | 22.48%-9.2pp | 25.84%-12.6pp | 34.38%-21.1pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,229 | $4,933+6.0% | $4,851+7.8% | $4,528+15.5% |
| Admin fee / account holder | $212 | $225-5.5% | $8,252-97.4% | $348-39.0% |