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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150,401 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: MJM 401K Service code 27 · EIN 86-0882983 | Advisory (Plan) | $69,981 |
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 | $152,226 | $53,932+182.3% | $134,143+13.5% | $90,288+68.6% |
| Participation rate | 99.3% | 60.4%+38.9pp | 72.2%+27.1pp | 73.4%+25.9pp |
| Annual return | 14.18% | 23.16%-9.0pp | 36.33%-22.2pp | 53.97%-39.8pp |
| Employer contribution / active EE | $594 | $1,611-63.1% | $3,704-84.0% | $2,524-76.5% |
| Participant deferral / active EE | $10,669 | $2,432+338.7% | $3,499+204.9% | $4,232+152.1% |
| Admin fee / account holder | $136 | $104+31.5% | $6,684-98.0% | $114+19.4% |