See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $45,407 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $572 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,696 | $91,517+24.2% | $101,248+12.3% | $73,409+54.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 19.58% | 17.17%+2.4pp | 46.47%-26.9pp | 59.29%-39.7pp |
| Employer contribution / active EE | $6,511 | $2,877+126.4% | $3,660+77.9% | $2,234+191.5% |
| Participant deferral / active EE | $5,061 | $3,338+51.6% | $4,370+15.8% | $3,805+33.0% |
| Admin fee / account holder | $348 | $216+61.1% | $5,945-94.2% | $158+120.2% |