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, LLC5 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 | $24,566 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $13,703 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,623 | $54,701+23.6% | $86,188-21.5% | $71,457-5.4% |
| Participation rate | 34.0% | 60.1%-26.1pp | 69.0%-35.0pp | 67.9%-34.0pp |
| Annual return | 12.18% | 20.06%-7.9pp | 1168.45%-1156.3pp | 28.85%-16.7pp |
| Employer contribution / active EE | $309 | $1,265-75.6% | $2,380-87.0% | $2,588-88.1% |
| Participant deferral / active EE | $1,752 | $3,108-43.6% | $3,985-56.0% | $4,289-59.2% |
| Admin fee / account holder | $586 | $1,922-69.5% | $6,852-91.4% | $1,587-63.1% |