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 9-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 HOLDING SECURITUES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $38,002 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,403 |
ACUFF & ASSOCIATES, INC.2+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $18,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,035 | $44,989-46.6% | $170,442-85.9% | $77,958-69.2% |
| Participation rate | 27.3% | 64.6%-37.3pp | 83.6%-56.2pp | 71.6%-44.3pp |
| Annual return | 24.38% | 19.61%+4.8pp | 205.93%-181.5pp | 20.87%+3.5pp |
| Employer contribution / active EE | $120 | $1,466-91.8% | $5,433-97.8% | $2,310-94.8% |
| Participant deferral / active EE | $613 | $2,208-72.2% | $4,939-87.6% | $3,537-82.7% |
| Admin fee / account holder | $105 | $69+52.7% | $13,880-99.2% | $97+8.1% |