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 6-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 | $86,836 |
SEABRIDGE WEALTH MANAGEMENT LLC1+ years Service code 27 · EIN 45-2514987 | Advisory (Plan) | $74,854 |
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 | $49,056 | $78,781-37.7% | $100,516-51.2% | $73,409-33.2% |
| Participation rate | 97.8% | 80.0%+17.7pp | 79.4%+18.4pp | 72.2%+25.6pp |
| Annual return | 48.96% | 31.69%+17.3pp | 30.89%+18.1pp | 59.29%-10.3pp |
| Employer contribution / active EE | $1,786 | $2,420-26.2% | $3,418-47.7% | $2,234-20.1% |
| Participant deferral / active EE | $6,617 | $6,537+1.2% | $6,270+5.5% | $3,805+73.9% |
| Admin fee / account holder | $114 | $145-21.3% | $8,081-98.6% | $158-27.6% |