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 INC6+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $3,468 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 37 · EIN 95-6817943 | Loan Processing | $0 |
AMERICAN FUNDS6+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,993 | $69,362-52.4% | $101,248-67.4% | $73,488-55.1% |
| Participation rate | 52.4% | 68.4%-16.0pp | 75.8%-23.4pp | 70.7%-18.3pp |
| Annual return | 21.47% | 18.46%+3.0pp | 46.47%-25.0pp | 28.51%-7.0pp |
| Employer contribution / active EE | $234 | $2,628-91.1% | $3,660-93.6% | $2,270-89.7% |
| Participant deferral / active EE | $3,321 | $3,300+0.6% | $4,370-24.0% | $3,740-11.2% |
| Admin fee / account holder | $24 | $704-96.6% | $5,945-99.6% | $513-95.4% |