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 |
|---|---|---|
M HOLDINGS SECURITIES INC3+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $4,750 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 37 · EIN 95-6817943 | Loan Processing | $0 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 37 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,442 | $58,726-68.6% | $92,233-80.0% | $62,292-70.4% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 20.74% | 43.62%-22.9pp | 176.28%-155.5pp | 28.90%-8.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,209 | $2,766-20.1% | $3,897-43.3% | $3,169-30.3% |
| Admin fee / account holder | $34 | $556-93.8% | $5,194-99.3% | $479-92.8% |