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 INC7+ years Service code 61 · EIN 91-1802259 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,693 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,755 | $65,862+45.4% | $124,672-23.2% | $79,386+20.6% |
| Participation rate | 92.0% | 62.2%+29.8pp | 74.6%+17.4pp | 70.7%+21.3pp |
| Annual return | 10.90% | 19.02%-8.1pp | 5142.93%-5132.0pp | 116.85%-105.9pp |
| Employer contribution / active EE | $1,892 | $1,883+0.5% | $3,324-43.1% | $2,427-22.0% |
| Participant deferral / active EE | $5,880 | $2,772+112.1% | $4,614+27.4% | $4,046+45.3% |
| Admin fee / account holder | -$24 | $673-103.6% | $7,493-100.3% | $626-103.9% |