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 Filed as: MJM401K INC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,987 |
Employer contribution per participant 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 | $123,108 | $98,750+24.7% | $149,696-17.8% | $79,858+54.2% |
| Participation rate | 91.2% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.6pp |
| Annual return | 20.66% | 27.43%-6.8pp | 276.60%-255.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,301 | $5,680+134.2% | $6,842+94.4% | $3,740+255.6% |
| Admin fee / account holder | $108 | $6,053-98.2% | $9,309-98.8% | $5,306-98.0% |