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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,682 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM401K Service code 16 · EIN 86-0882983 | Consulting | $58,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,048 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,106 | $95,776+48.4% | $162,163-12.4% | $77,787+82.7% |
| Participation rate | 89.0% | 88.6%+0.3pp | 87.6%+1.4pp | 73.2%+15.7pp |
| Annual return | 30.37% | 37.03%-6.7pp | 115.59%-85.2pp | 32.57%-2.2pp |
| Employer contribution / active EE | $2,274 | $3,874-41.3% | $5,614-59.5% | $2,504-9.2% |
| Participant deferral / active EE | $14,886 | $6,125+143.0% | $7,298+104.0% | $3,967+275.2% |
| Admin fee / account holder | $46 | $88-47.2% | $10,843-99.6% | $100-53.7% |