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 INC4+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $3,785 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 37 · EIN 95-6817943 | Loan Processing | $0 |
AMERICAN FUNDS4+ 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 | $19,207 | $55,449-65.4% | $83,848-77.1% | $56,287-65.9% |
| Participation rate | 56.7% | 68.0%-11.3pp | 76.1%-19.5pp | 69.9%-13.2pp |
| Annual return | -3.29% | -1.38%-1.9pp | 850.88%-854.2pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,725 | $2,935-7.2% | $4,082-33.2% | $3,350-18.7% |
| Admin fee / account holder | $28 | $656-95.8% | $5,478-99.5% | $521-94.7% |