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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $30,041 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1 BUSH ST · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $24,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,385 | $58,655+74.6% | $91,989+11.3% | $65,185+57.1% |
| Participation rate | 71.1% | 75.3%-4.2pp | 78.6%-7.6pp | 70.2%+0.9pp |
| Annual return | 21.63% | 33.92%-12.3pp | 69.02%-47.4pp | 29.38%-7.8pp |
| Employer contribution / active EE | $983 | $2,080-52.8% | $3,452-71.5% | $2,177-54.9% |
| Participant deferral / active EE | $4,960 | $5,474-9.4% | $5,923-16.3% | $3,514+41.2% |
| Admin fee / account holder | $605 | $434+39.4% | $7,743-92.2% | $847-28.5% |