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 22 | Insurance Broker | $49,345 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,179 |
HUNNEX AND SHOEMAKER, INC.6+ years Service code 15 · EIN 91-1072394 | Recordkeeping | $8,000 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES INC. Service code 22 · EIN 91-1802259 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,136 | $41,774+60.7% | $118,925-43.5% | $90,288-25.6% |
| Participation rate | 35.2% | 55.0%-19.8pp | 75.4%-40.2pp | 73.4%-38.2pp |
| Annual return | 13.33% | 16.64%-3.3pp | 35.88%-22.6pp | 53.97%-40.6pp |
| Employer contribution / active EE | $1,527 | $986+54.9% | $3,263-53.2% | $2,524-39.5% |
| Participant deferral / active EE | $3,411 | $1,683+102.6% | $4,265-20.0% | $4,232-19.4% |
| Admin fee / account holder | $149 | $85+75.7% | $6,581-97.7% | $114+30.4% |