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 HOLDING SECURITIES, INC.6 years Filed as: M HOLDING SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $31,236 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $18,205 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,322 | $122,239-26.9% | $184,200-51.5% | $74,546+19.8% |
| Participation rate | 85.2% | 85.5%-0.3pp | 86.8%-1.6pp | 67.2%+18.0pp |
| Annual return | 16.80% | 19.95%-3.1pp | 28.80%-12.0pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $607 | $4,537-86.6% | $6,424-90.5% | $2,624-76.9% |
| Participant deferral / active EE | $7,994 | $7,139+12.0% | $9,132-12.5% | $4,347+83.9% |
| Admin fee / account holder | $310 | $1,260-75.4% | $13,907-97.8% | $1,944-84.1% |