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.7 years Filed as: M HOLDING SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $30,702 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $18,390 |
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 | $105,728 | $132,049-19.9% | $200,582-47.3% | $74,304+42.3% |
| Participation rate | 99.3% | 84.1%+15.2pp | 86.9%+12.4pp | 60.3%+39.0pp |
| Annual return | 16.07% | 22.22%-6.1pp | 42.33%-26.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $694 | $4,558-84.8% | $6,419-89.2% | $2,241-69.0% |
| Participant deferral / active EE | $8,571 | $7,213+18.8% | $9,331-8.2% | $3,767+127.5% |
| Admin fee / account holder | $317 | $2,405-86.8% | $16,305-98.1% | $2,969-89.3% |