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, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $20,531 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,898 | $104,317-73.3% | $159,436-82.5% | $86,799-67.9% |
| Participation rate | 80.5% | 77.7%+2.8pp | 82.8%-2.4pp | 72.3%+8.2pp |
| Annual return | 31.92% | 26.32%+5.6pp | 263.57%-231.6pp | 97.91%-66.0pp |
| Employer contribution / active EE | $1,101 | $3,451-68.1% | $4,829-77.2% | $2,405-54.2% |
| Participant deferral / active EE | $7,466 | $6,837+9.2% | $7,352+1.5% | $4,131+80.7% |
| Admin fee / account holder | $76 | $172-56.0% | $10,799-99.3% | $170-55.3% |