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 INC4 years Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $32,848 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,660 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,720 | $95,274-55.2% | $135,903-68.6% | $74,419-42.6% |
| Participation rate | 81.6% | 78.2%+3.4pp | 81.9%-0.3pp | 70.7%+10.9pp |
| Annual return | 31.84% | 32.77%-0.9pp | 68.23%-36.4pp | 34.38%-2.5pp |
| Employer contribution / active EE | $1,501 | $3,874-61.3% | $4,856-69.1% | $2,637-43.1% |
| Participant deferral / active EE | $8,861 | $7,782+13.9% | $7,758+14.2% | $4,528+95.7% |
| Admin fee / account holder | $88 | $266-67.0% | $10,762-99.2% | $348-74.7% |