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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $36,307 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,616 | $55,449+59.8% | $83,848+5.7% | $56,287+57.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -2.81% | -1.38%-1.4pp | 850.88%-853.7pp | -9.96%+7.2pp |
| Employer contribution / active EE | $7,941 | $2,430+226.7% | $3,631+118.7% | $2,111+276.2% |
| Participant deferral / active EE | $4,090 | $2,935+39.3% | $4,082+0.2% | $3,350+22.1% |
| Admin fee / account holder | $136 | $656-79.3% | $5,478-97.5% | $521-73.9% |