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 Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $14,865 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,094 | $41,281+28.6% | $109,313-51.4% | $57,658-7.9% |
| Participation rate | 62.7% | 59.3%+3.4pp | 71.3%-8.6pp | 70.2%-7.5pp |
| Annual return | 7.68% | 8.97%-1.3pp | 22.07%-14.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $552 | $1,201-54.0% | $3,892-85.8% | $1,974-72.0% |
| Participant deferral / active EE | $2,907 | $2,223+30.7% | $3,166-8.2% | $3,061-5.0% |
| Admin fee / account holder | $87 | $75+16.1% | $5,666-98.5% | $95-7.6% |