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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,649 |
Filed as: M HOLDINGS SECURITIES IN Service code 27 · EIN 91-1802259 | Advisory (Plan) | $24,242 |
Filed as: M HOLDINGS SECURITIES, IN Service code 27 | Advisory (Plan) | $2,077 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,497 | $93,182-35.1% | $146,665-58.8% | $79,386-23.8% |
| Participation rate | 91.0% | 76.4%+14.5pp | 80.1%+10.9pp | 70.7%+20.3pp |
| Annual return | 13.75% | 21.61%-7.9pp | 22.74%-9.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,739 | $2,420-28.1% | $4,136-58.0% | $2,427-28.4% |
| Participant deferral / active EE | $3,979 | $4,169-4.6% | $5,506-27.7% | $4,046-1.6% |
| Admin fee / account holder | $305 | $585-47.9% | $10,280-97.0% | $626-51.4% |