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 37 · EIN 04-2647786 | Loan Processing | $72,707 |
M HOLDINGS SECURITIES INC3 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $52,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,024 | $47,126-27.8% | $149,673-77.3% | $74,419-54.3% |
| Participation rate | 99.6% | 63.4%+36.2pp | 78.8%+20.9pp | 70.7%+28.9pp |
| Annual return | 14.44% | 22.75%-8.3pp | 134.42%-120.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $2,803 | $1,905+47.1% | $4,818-41.8% | $2,637+6.3% |
| Participant deferral / active EE | $3,903 | $2,728+43.1% | $5,680-31.3% | $4,528-13.8% |
| Admin fee / account holder | $150 | $343-56.3% | $13,210-98.9% | $348-57.0% |