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 INC3 years Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $27,446 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,300 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,368 | $82,202-63.1% | $125,339-75.8% | $64,808-53.1% |
| Participation rate | 81.5% | 77.9%+3.7pp | 82.4%-0.8pp | 71.5%+10.1pp |
| Annual return | -5.98% | 3.48%-9.5pp | 572.05%-578.0pp | 32.82%-38.8pp |
| Employer contribution / active EE | $1,545 | $3,615-57.3% | $4,814-67.9% | $2,506-38.3% |
| Participant deferral / active EE | $8,149 | $7,175+13.6% | $7,446+9.4% | $4,310+89.0% |
| Admin fee / account holder | $85 | $163-47.8% | $10,010-99.1% | $188-54.6% |