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 INC9+ years Service code 61 · EIN 91-1802259 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,800 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,369 | $57,651+41.1% | $112,229-27.5% | $71,457+13.9% |
| Participation rate | 91.0% | 58.9%+32.0pp | 72.4%+18.5pp | 67.9%+23.0pp |
| Annual return | 16.69% | 18.32%-1.6pp | 30.20%-13.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,458 | $1,913-23.8% | $3,430-57.5% | $2,588-43.7% |
| Participant deferral / active EE | $5,924 | $2,863+106.9% | $4,798+23.5% | $4,289+38.1% |
| Admin fee / account holder | -$21 | $1,581-101.3% | $7,748-100.3% | $1,587-101.3% |