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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $112,201 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: MJM401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $45,000 |
Filed as: SEAMOUNT FINANCIAL GROUP, INC. Service code 26 · EIN 84-1484228 | Advisory (Participants) | $32,624 |
Filed as: PRIVATE CAPITAL MANAGEMENT Service code 26 · EIN 37-1711781 | Advisory (Participants) | $9,413 |
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 | $349,740 | $75,388+363.9% | $123,544+183.1% | $55,725+527.6% |
| Participation rate | 96.8% | 75.7%+21.2pp | 82.3%+14.5pp | 70.9%+26.0pp |
| Annual return | -4.80% | 4.48%-9.3pp | 119.20%-124.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $13,642 | $3,063+345.4% | $4,628+194.8% | $2,078+556.4% |
| Participant deferral / active EE | $10,716 | $5,651+89.6% | $6,426+66.8% | $3,356+219.3% |
| Admin fee / account holder | $265 | $120+120.9% | $9,284-97.2% | $115+129.6% |