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, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD. · IRVINE, CA 92614 | Advisory (Participants) | $20,605 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,408 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,380 | $99,078-71.4% | $96,544-70.6% | $74,419-61.9% |
| Participation rate | 91.9% | 80.7%+11.3pp | 76.0%+16.0pp | 70.7%+21.2pp |
| Annual return | 16.47% | 22.48%-6.0pp | 25.84%-9.4pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,406 | $2,570-45.3% | $2,965-52.6% | $2,637-46.7% |
| Participant deferral / active EE | $2,330 | $4,933-52.8% | $4,851-52.0% | $4,528-48.5% |
| Admin fee / account holder | $134 | $225-40.3% | $8,252-98.4% | $348-61.4% |