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 8-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 13 · EIN 42-0127290 | Contract Administrator | $65,333 |
Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $44,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,166 | $84,556+71.7% | $116,228+24.9% | $74,304+95.4% |
| Participation rate | 97.2% | 66.0%+31.2pp | 74.6%+22.7pp | 60.3%+36.9pp |
| Annual return | 11.55% | 18.35%-6.8pp | 90.06%-78.5pp | 29.43%-17.9pp |
| Employer contribution / active EE | $3,604 | $2,168+66.3% | $2,994+20.4% | $2,241+60.8% |
| Participant deferral / active EE | $7,869 | $3,814+106.3% | $4,953+58.9% | $3,767+108.9% |
| Admin fee / account holder | $394 | $3,792-89.6% | $11,989-96.7% | $2,969-86.7% |