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) | $22,546 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,272 | $76,050+81.8% | $96,544+43.2% | $71,457+93.5% |
| Participation rate | 93.4% | 74.4%+19.0pp | 76.0%+17.4pp | 67.9%+25.5pp |
| Annual return | 17.48% | 22.81%-5.3pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,801 | $2,244-19.7% | $2,965-39.2% | $2,588-30.4% |
| Participant deferral / active EE | $9,015 | $4,215+113.9% | $4,851+85.8% | $4,289+110.2% |
| Admin fee / account holder | $176 | $2,707-93.5% | $8,252-97.9% | $1,587-88.9% |