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, LLC3 years Service code 27 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $70,067 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $26,976 |
ACTARIAL BENEFITS CORP3 years Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $14,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,177 | $44,960+276.3% | $84,966+99.1% | $74,495+127.1% |
| Participation rate | 97.6% | 49.4%+48.2pp | 67.5%+30.1pp | 67.2%+30.4pp |
| Annual return | 17.54% | 26.24%-8.7pp | 66.38%-48.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,929 | $1,457+169.6% | $2,727+44.1% | $2,623+49.8% |
| Participant deferral / active EE | $4,477 | $2,731+64.0% | $4,519-0.9% | $4,346+3.0% |
| Admin fee / account holder | $517 | $2,209-76.6% | $6,149-91.6% | $1,942-73.4% |