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 INC8+ years Service code 61 · EIN 91-1802259 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,133 | $62,603+18.4% | $104,294-28.9% | $66,914+10.8% |
| Participation rate | 81.2% | 59.6%+21.6pp | 73.3%+8.0pp | 69.8%+11.4pp |
| Annual return | -16.65% | -14.70%-2.0pp | 24.61%-41.3pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,614 | $1,972-18.1% | $3,372-52.1% | $2,544-36.6% |
| Participant deferral / active EE | $5,196 | $2,853+82.1% | $4,625+12.3% | $4,237+22.6% |
| Admin fee / account holder | -$13 | $656-102.0% | $7,339-100.2% | $593-102.2% |