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 INC1+ years Filed as: M HOLDINGS SECURITIES INC. Service code 49 · EIN 91-1802259 | Other Services | $7,042 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,310 | $75,183-63.7% | $123,892-78.0% | $55,167-50.5% |
| Participation rate | 62.3% | 72.8%-10.5pp | 81.4%-19.1pp | 69.0%-6.7pp |
| Annual return | 22.89% | 19.01%+3.9pp | 47.52%-24.6pp | 169.23%-146.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,206 | $5,084+61.4% | $5,984+37.1% | $3,054+168.7% |
| Admin fee / account holder | $7 | $663-99.0% | $8,357-99.9% | $504-98.7% |