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: SAGEVIEW ADVISORY GROUP LLC Service code 29 · EIN 33-0818667 | Legal | $23,573 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $16,509 |
ACTUARIAL BENEFITS CORP2 years Service code 49 · EIN 20-1054428 | Other Services | $9,154 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON POINTE WEALTH ADVISORS Service code 27 · EIN 68-0488677 | Advisory (Plan) | $1,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,093 | $40,174+24.7% | $84,015-40.4% | $67,579-25.9% |
| Participation rate | 38.7% | 62.7%-24.0pp | 69.0%-30.3pp | 71.3%-32.6pp |
| Annual return | 17.21% | 25.82%-8.6pp | 71.31%-54.1pp | 378.56%-361.3pp |
| Employer contribution / active EE | $231 | $808-71.4% | $1,983-88.3% | $2,148-89.2% |
| Participant deferral / active EE | $944 | $2,301-59.0% | $3,239-70.9% | $3,539-73.3% |
| Admin fee / account holder | $395 | $128+207.9% | $6,101-93.5% | $142+177.7% |