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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,236 |
Filed as: MJM 401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $52,000 |
SEAMOUNT FINANCIAL GROUP INC2 years Filed as: SEAMOUNT FINANCIAL GROUP, INC. Service code 26 · EIN 84-1484228 | Advisory (Participants) | $34,362 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 26 · EIN 37-1711781 | Advisory (Participants) | $9,792 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $420,466 | $88,122+377.1% | $141,162+197.9% | $67,579+522.2% |
| Participation rate | 98.4% | 76.5%+22.0pp | 82.5%+16.0pp | 71.3%+27.2pp |
| Annual return | 20.62% | 75.40%-54.8pp | 71.39%-50.8pp | 378.56%-357.9pp |
| Employer contribution / active EE | $14,557 | $3,224+351.4% | $4,735+207.4% | $2,148+577.7% |
| Participant deferral / active EE | $11,699 | $5,958+96.4% | $6,709+74.4% | $3,539+230.5% |
| Admin fee / account holder | $243 | $131+85.8% | $10,261-97.6% | $142+70.9% |