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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,008 |
M HOLDINGS SECURITIES INC1+ years Service code 61 · EIN 91-1802259 | Finders' fees / placement fees | $0 |
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 | $66,684 | $47,969+39.0% | $85,969-22.4% | $52,331+27.4% |
| Participation rate | 89.1% | 61.7%+27.4pp | 76.5%+12.6pp | 68.1%+21.0pp |
| Annual return | 3.06% | -0.13%+3.2pp | 9.32%-6.3pp | 4.54%-1.5pp |
| Employer contribution / active EE | $1,385 | $1,460-5.2% | $3,474-60.2% | $1,882-26.4% |
| Participant deferral / active EE | $4,234 | $2,110+100.6% | $3,829+10.6% | $3,022+40.1% |
| Admin fee / account holder | $6 | $530-98.9% | $6,053-99.9% | $592-99.0% |