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, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD. · IRVINE, CA 92614 | Advisory (Participants) | $21,230 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,094 | $88,890-44.8% | $102,423-52.1% | $77,643-36.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 19.16% | 24.98%-5.8pp | 29.32%-10.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $2,112 | $2,698-21.7% | $3,023-30.1% | $2,726-22.5% |
| Participant deferral / active EE | $3,608 | $5,145-29.9% | $5,053-28.6% | $4,647-22.4% |
| Admin fee / account holder | $191 | $235-18.9% | $9,451-98.0% | $430-55.7% |