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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $84,741 |
Service code 14 · EIN 62-0110560 | Plan Administrator | $48,834 |
M HOLDINGS SECURITIES INC5+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $40,000 |
COLLEGE PRESS2 years Service code 49 · EIN 46-5537915 | Other Services | $33,632 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS, LLC/PLLC Service code 10 · EIN 57-0381582 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,029 | $58,202-22.6% | $172,739-73.9% | $89,569-49.7% |
| Participation rate | 16.1% | 72.8%-56.8pp | 82.6%-66.6pp | 69.6%-53.5pp |
| Annual return | 21.88% | 61.59%-39.7pp | 802.84%-781.0pp | 34.56%-12.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $581 | $3,335-82.6% | $5,198-88.8% | $4,220-86.2% |
| Admin fee / account holder | $40 | $53-24.3% | $13,954-99.7% | $72-44.4% |