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, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1 BUSH ST · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $35,730 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,965,562 | $77,145+5040.4% | $108,410+3557.9% | $85,850+4519.2% |
| Participation rate | 0.0% | 74.7%-74.7pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 13.44% | 44.54%-31.1pp | 905.27%-891.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $951 | $2,379-60.0% | $3,558-73.3% | $2,565-62.9% |
| Participant deferral / active EE | $4,963 | $5,566-10.8% | $6,563-24.4% | $3,952+25.6% |
| Admin fee / account holder | $16,662 | $5,172+222.2% | $7,295+128.4% | $6,260+166.2% |