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 HOLDINGS SECURITIES INC3 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $48,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,161 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,996 | $99,957-2.0% | $149,696-34.5% | $73,488+33.3% |
| Participation rate | 91.4% | 75.7%+15.7pp | 82.5%+8.9pp | 70.7%+20.7pp |
| Annual return | 13.09% | 53.87%-40.8pp | 276.60%-263.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,222 | $3,191-30.4% | $4,644-52.2% | $2,270-2.1% |
| Participant deferral / active EE | $7,600 | $6,073+25.1% | $6,842+11.1% | $3,740+103.2% |
| Admin fee / account holder | $48 | $551-91.2% | $9,309-99.5% | $513-90.6% |