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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $84,870 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: MJM401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $38,002 |
Service code 26 · EIN 84-1484228 | Advisory (Participants) | $31,636 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $367,013 | $155,795+135.6% | $136,294+169.3% | $69,631+427.1% |
| Participation rate | 96.5% | 75.2%+21.3pp | 81.9%+14.6pp | 70.7%+25.9pp |
| Annual return | 29.70% | 232464.33%-232434.6pp | 5155.94%-5126.2pp | 27571.02%-27541.3pp |
| Employer contribution / active EE | $13,289 | $2,991+344.3% | $4,695+183.0% | $2,032+553.9% |
| Participant deferral / active EE | $10,299 | $5,394+91.0% | $6,247+64.9% | $3,224+219.5% |
| Admin fee / account holder | $206 | $128+60.5% | $9,243-97.8% | $110+86.4% |