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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $524,319 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY Service code 27 233 S WACKER DR. · CHICAGO, IL 60606 | Advisory (Plan) | $60,000 |
KATZ, SAPPER & MILLER1 year Service code 10 800 E 96TH ST #500 · INDIANAPOLIS, IN 46240 | Accounting | $17,005 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,581 | $164,864-73.0% | $453,369-90.2% | $93,030-52.1% |
| Participation rate | 94.1% | 84.2%+9.9pp | 78.0%+16.1pp | 73.9%+20.2pp |
| Annual return | 14.90% | 17.89%-3.0pp | 64.40%-49.5pp | 158.70%-143.8pp |
| Employer contribution / active EE | $2,198 | $3,519-37.5% | $4,070-46.0% | $2,706-18.8% |
| Participant deferral / active EE | $5,151 | $5,690-9.5% | $6,209-17.0% | $4,562+12.9% |
| Admin fee / account holder | $136 | $104+30.9% | $11,209-98.8% | $152-10.1% |