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 | $187,920 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: MJM401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $48,000 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 23 · EIN 36-1436000 | Insurance services | $38,570 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL SILBERBERG & KNUPP LLP Service code 29 · EIN 95-1883538 | Legal | $19,957 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,478 | $80,360+35.0% | $90,160+20.3% | $77,958+39.1% |
| Participation rate | 99.1% | 81.9%+17.1pp | 76.9%+22.2pp | 71.6%+27.4pp |
| Annual return | 18.11% | 24.56%-6.5pp | 34.88%-16.8pp | 20.87%-2.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,318-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,892 | $5,829+1.1% | $5,288+11.4% | $3,537+66.6% |
| Admin fee / account holder | $100 | $64+56.5% | $5,943-98.3% | $97+2.5% |