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 Service code 61 · EIN 91-1802259 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,520 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,297 | $59,328+48.8% | $118,925-25.8% | $73,488+20.2% |
| Participation rate | 90.9% | 62.3%+28.6pp | 75.4%+15.5pp | 70.7%+20.2pp |
| Annual return | 16.50% | 19.13%-2.6pp | 35.88%-19.4pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,688 | $1,803-6.4% | $3,263-48.3% | $2,270-25.6% |
| Participant deferral / active EE | $4,766 | $2,604+83.0% | $4,265+11.7% | $3,740+27.4% |
| Admin fee / account holder | -$24 | $600-104.0% | $6,581-100.4% | $513-104.7% |