See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $5,327 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,702 | $34,308-10.5% | $74,701-58.9% | $72,985-57.9% |
| Participation rate | 28.6% | 42.4%-13.8pp | 54.5%-25.9pp | 69.5%-40.9pp |
| Annual return | 18.34% | 26.58%-8.2pp | 752.92%-734.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $643 | $1,271-49.4% | $1,964-67.2% | $3,607-82.2% |
| Admin fee / account holder | $25 | $2,124-98.8% | $3,333-99.2% | $5,124-99.5% |