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 Service code 15 · EIN 01-0233346 | Recordkeeping | $176,552 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $42,716 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $26,650 |
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 | $223,413 | $62,688+256.4% | $178,014+25.5% | $77,671+187.6% |
| Participation rate | 98.7% | 66.9%+31.8pp | 77.1%+21.6pp | 70.6%+28.1pp |
| Annual return | 14.80% | 16.16%-1.4pp | 294.80%-280.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $4,228 | $1,912+121.2% | $3,950+7.0% | $2,726+55.1% |
| Participant deferral / active EE | $14,880 | $4,224+252.3% | $6,276+137.1% | $4,648+220.1% |
| Admin fee / account holder | $604 | $386+56.5% | $10,362-94.2% | $430+40.4% |