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 |
|---|---|---|
Filed as: M HOLDINGS SECURITIES, INC. Service code 16 · EIN 91-1802259 | Consulting | $60,569 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,546 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,949 | $101,317+146.7% | $146,958+70.1% | $74,495+235.5% |
| Participation rate | 88.6% | 75.5%+13.1pp | 82.2%+6.4pp | 67.2%+21.4pp |
| Annual return | 16.22% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $14,508 | $3,810+280.8% | $4,933+194.1% | $2,623+453.1% |
| Participant deferral / active EE | $9,458 | $7,303+29.5% | $8,070+17.2% | $4,346+117.6% |
| Admin fee / account holder | $464 | $1,739-73.3% | $12,998-96.4% | $1,942-76.1% |