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 | $1,329 |
M HOLDINGS SECURITIES INC5+ 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 | $77,662 | $54,045+43.7% | $115,157-32.6% | $65,185+19.1% |
| Participation rate | 92.8% | 63.5%+29.2pp | 75.9%+16.9pp | 70.2%+22.6pp |
| Annual return | 17.84% | 26.55%-8.7pp | 35.60%-17.8pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,584 | $1,653-4.2% | $3,179-50.2% | $2,177-27.2% |
| Participant deferral / active EE | $4,555 | $2,504+81.9% | $4,168+9.3% | $3,514+29.6% |
| Admin fee / account holder | $7 | $626-98.9% | $7,088-99.9% | $847-99.2% |