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 INC2 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $69,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,922 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,191 | $46,292-34.8% | $143,757-79.0% | $64,808-53.4% |
| Participation rate | 89.5% | 64.2%+25.3pp | 80.3%+9.2pp | 71.5%+18.1pp |
| Annual return | -19.24% | -10.05%-9.2pp | -0.04%-19.2pp | 32.82%-52.1pp |
| Employer contribution / active EE | $3,274 | $1,910+71.4% | $4,951-33.9% | $2,506+30.7% |
| Participant deferral / active EE | $3,472 | $2,646+31.2% | $5,637-38.4% | $4,310-19.5% |
| Admin fee / account holder | $73 | $154-52.5% | $14,673-99.5% | $188-61.1% |