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 | $54,779 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 233 S. WACKER DRIVE SUITE 2000 · CHICAGO, IL 60606 | Advisory (Plan) | $40,000 |
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 | $84,806 | $88,890-4.6% | $102,423-17.2% | $77,643+9.2% |
| Participation rate | 92.7% | 80.9%+11.8pp | 76.5%+16.3pp | 70.6%+22.2pp |
| Annual return | 12.00% | 24.98%-13.0pp | 29.32%-17.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,160 | $5,145+0.3% | $5,053+2.1% | $4,647+11.0% |
| Admin fee / account holder | $230 | $235-2.3% | $9,451-97.6% | $430-46.6% |