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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,458 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,804 |
SEAMOUNT FINANCIAL GROUP INC5 years Service code 26 · EIN 84-1484228 | Advisory (Participants) | $50,204 |
Filed as: MJM401K LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $26,000 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $16,000 |
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 26 · EIN 37-1711781 | Advisory (Participants) | $12,864 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $525,656 | $104,317+403.9% | $159,436+229.7% | $86,799+505.6% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.8%+14.2pp | 72.3%+24.8pp |
| Annual return | 12.22% | 26.32%-14.1pp | 263.57%-251.3pp | 97.91%-85.7pp |
| Employer contribution / active EE | $14,886 | $3,451+331.4% | $4,829+208.2% | $2,405+518.9% |
| Participant deferral / active EE | $12,752 | $6,837+86.5% | $7,352+73.4% | $4,131+208.7% |
| Admin fee / account holder | $304 | $172+76.8% | $10,799-97.2% | $170+79.6% |