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 | $317,193 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM401K INC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $17,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,444 | $105,581-81.6% | $70,449-72.4% | $90,288-78.5% |
| Participation rate | 92.9% | 77.5%+15.3pp | 75.1%+17.8pp | 73.4%+19.5pp |
| Annual return | 32.71% | 14.78%+17.9pp | 109.03%-76.3pp | 53.97%-21.3pp |
| Employer contribution / active EE | $461 | $3,304-86.1% | $2,737-83.2% | $2,524-81.7% |
| Participant deferral / active EE | $3,596 | $3,813-5.7% | $3,709-3.0% | $4,232-15.0% |
| Admin fee / account holder | $58 | $68-14.0% | $3,845-98.5% | $114-49.1% |