See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $299,295 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: MJM401K INC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $34,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,158 | $120,057-81.5% | $75,696-70.7% | $93,030-76.2% |
| Participation rate | 92.6% | 77.3%+15.3pp | 74.8%+17.8pp | 73.9%+18.7pp |
| Annual return | 16.75% | 19.62%-2.9pp | 104.53%-87.8pp | 158.70%-142.0pp |
| Employer contribution / active EE | $544 | $3,253-83.3% | $2,743-80.2% | $2,706-79.9% |
| Participant deferral / active EE | $3,891 | $4,089-4.8% | $3,821+1.8% | $4,562-14.7% |
| Admin fee / account holder | $53 | $81-34.5% | $3,619-98.5% | $152-64.8% |