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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,021 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM 401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $52,000 |
SEAMOUNT FINANCIAL GROUP INC3 years Filed as: SEAMOUNT FINANCIAL GROUP, INC. Service code 26 · EIN 84-1484228 | Advisory (Participants) | $40,066 |
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 26 · EIN 37-1711781 | Advisory (Participants) | $10,806 |
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 | $484,087 | $100,801+380.2% | $149,696+223.4% | $73,409+559.4% |
| Participation rate | 98.1% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 12.24% | 265.34%-253.1pp | 276.60%-264.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $14,990 | $3,312+352.6% | $4,644+222.8% | $2,234+571.1% |
| Participant deferral / active EE | $12,416 | $6,404+93.9% | $6,842+81.5% | $3,805+226.3% |
| Admin fee / account holder | $290 | $181+60.5% | $9,309-96.9% | $158+83.8% |