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: SI HOLDINGS DBA STEPHEN INC. Service code 27 111 CENTER ST · LITTLE ROCK, AR 72201 | Advisory (Plan) | $15,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,553 | $58,264-35.5% | $86,612-56.6% | $71,457-47.4% |
| Participation rate | 62.5% | 65.0%-2.5pp | 71.7%-9.2pp | 67.9%-5.4pp |
| Annual return | 24.61% | 21.63%+3.0pp | 591.07%-566.5pp | 28.85%-4.2pp |
| Employer contribution / active EE | $732 | $2,574-71.6% | $3,022-75.8% | $2,588-71.7% |
| Participant deferral / active EE | $2,205 | $3,436-35.8% | $4,438-50.3% | $4,289-48.6% |
| Admin fee / account holder | $13 | $1,057-98.8% | $5,614-99.8% | $1,587-99.2% |