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 27 · EIN 91-1802259 | Advisory (Plan) | $29,546 |
Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $9,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,200 |
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 | $79,790 | $73,102+9.1% | $123,544-35.4% | $56,287+41.8% |
| Participation rate | 87.5% | 74.3%+13.2pp | 82.3%+5.2pp | 69.9%+17.6pp |
| Annual return | -4.77% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,929 | $2,977-35.2% | $4,628-58.3% | $2,111-8.6% |
| Participant deferral / active EE | $5,837 | $5,423+7.6% | $6,426-9.2% | $3,350+74.3% |
| Admin fee / account holder | $160 | $554-71.2% | $9,284-98.3% | $521-69.4% |