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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180,041 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: MJM 401K Service code 27 · EIN 86-0882983 | Advisory (Plan) | $70,000 |
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 | $134,527 | $53,911+149.5% | $130,648+3.0% | $77,787+72.9% |
| Participation rate | 99.0% | 60.2%+38.8pp | 71.7%+27.2pp | 73.2%+25.8pp |
| Annual return | 22.12% | 21.93%+0.2pp | 1708.96%-1686.8pp | 32.57%-10.4pp |
| Employer contribution / active EE | $629 | $1,826-65.5% | $4,092-84.6% | $2,504-74.9% |
| Participant deferral / active EE | $10,307 | $2,288+350.5% | $3,603+186.1% | $3,967+159.8% |
| Admin fee / account holder | $156 | $129+21.5% | $5,464-97.1% | $100+56.3% |