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.3 years Filed as: M HOLDING SECURITIES, INC Service code 26 · EIN 91-1802259 | Advisory (Participants) | $19,236 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,460 |
Filed as: JOHN HANCOCK LIFE INS CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,349 |
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 | $28,124 | $64,119-56.1% | $112,228-74.9% | $66,914-58.0% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.1%-8.4pp | 69.8%-3.1pp |
| Annual return | -16.03% | -13.81%-2.2pp | 27.45%-43.5pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,696 | $3,005-43.6% | $3,635-53.3% | $2,544-33.3% |
| Participant deferral / active EE | $2,794 | $3,693-24.3% | $4,728-40.9% | $4,237-34.0% |
| Admin fee / account holder | $187 | $625-70.1% | $6,410-97.1% | $593-68.5% |