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 INC4 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $110,583 |
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $106,243 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,263 | $50,815+16.6% | $155,509-61.9% | $77,643-23.7% |
| Participation rate | 99.5% | 63.1%+36.4pp | 78.2%+21.3pp | 70.6%+28.9pp |
| Annual return | 180.15% | 34.80%+145.3pp | 64.67%+115.5pp | 31.24%+148.9pp |
| Employer contribution / active EE | $4,116 | $1,993+106.6% | $4,672-11.9% | $2,726+51.0% |
| Participant deferral / active EE | $4,565 | $2,822+61.7% | $5,626-18.9% | $4,647-1.8% |
| Admin fee / account holder | $170 | $437-61.1% | $15,912-98.9% | $430-60.5% |