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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 29 · EIN 33-0818667 | Legal | $25,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $19,821 |
ACTUARIAL BENEFITS CORP3 years Service code 49 · EIN 20-1054428 | Other Services | $13,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $57,840 | $64,286-10.0% | $90,951-36.4% | $73,409-21.2% |
| Participation rate | 37.1% | 63.6%-26.5pp | 69.0%-31.9pp | 72.2%-35.0pp |
| Annual return | 11.19% | 21.45%-10.3pp | 134.60%-123.4pp | 59.29%-48.1pp |
| Employer contribution / active EE | $188 | $895-79.0% | $2,122-91.1% | $2,234-91.6% |
| Participant deferral / active EE | $1,131 | $2,453-53.9% | $3,373-66.5% | $3,805-70.3% |
| Admin fee / account holder | $455 | $287+58.4% | $5,959-92.4% | $158+188.1% |