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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $231,760 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $128,744 |
Filed as: MJM 401K LLC Service code 70 · EIN 86-0882983 | Consulting Fees | $58,000 |
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 | $164,157 | $110,699+48.3% | $177,821-7.7% | $90,288+81.8% |
| Participation rate | 90.7% | 88.3%+2.4pp | 87.7%+3.0pp | 73.4%+17.4pp |
| Annual return | 21.35% | 22.79%-1.4pp | 48.32%-27.0pp | 53.97%-32.6pp |
| Employer contribution / active EE | $2,531 | $4,118-38.5% | $5,918-57.2% | $2,524+0.3% |
| Participant deferral / active EE | $16,566 | $6,731+146.1% | $7,714+114.8% | $4,232+291.4% |
| Admin fee / account holder | $133 | $90+48.2% | $12,427-98.9% | $114+17.0% |