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 | $54,895 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1 BUSH ST · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $30,635 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,300 | $59,107+84.9% | $86,436+26.5% | $68,494+59.6% |
| Participation rate | 68.7% | 75.2%-6.6pp | 80.3%-11.7pp | 67.9%+0.8pp |
| Annual return | -16.22% | -0.23%-16.0pp | 4394.89%-4411.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,112 | $2,519-55.8% | $3,769-70.5% | $2,596-57.2% |
| Participant deferral / active EE | $6,226 | $5,901+5.5% | $6,952-10.4% | $4,027+54.6% |
| Admin fee / account holder | $560 | $5,637-90.1% | $6,731-91.7% | $5,403-89.6% |