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 |
|---|---|---|
Filed as: SEABRIDGE WEALTH MANAGEMENT Service code 55 · EIN 45-2514987 | Other Commissions | $47,769 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,300 |
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 | $13,768 | $62,928-78.1% | $172,739-92.0% | $67,579-79.6% |
| Participation rate | 84.2% | 64.5%+19.8pp | 82.6%+1.6pp | 71.3%+12.9pp |
| Annual return | 21.36% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $868 | $1,636-46.9% | $5,143-83.1% | $2,148-59.6% |
| Participant deferral / active EE | $1,687 | $2,145-21.3% | $5,198-67.5% | $3,539-52.3% |
| Admin fee / account holder | $65 | $167-60.7% | $13,954-99.5% | $142-54.0% |