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 INC4 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $59,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,156 | $104,475+21.7% | $159,436-20.2% | $79,386+60.2% |
| Participation rate | 91.7% | 76.6%+15.1pp | 82.8%+8.9pp | 70.7%+21.0pp |
| Annual return | 18.88% | 67.95%-49.1pp | 263.57%-244.7pp | 116.85%-98.0pp |
| Employer contribution / active EE | $2,721 | $3,417-20.4% | $4,829-43.7% | $2,427+12.1% |
| Participant deferral / active EE | $8,947 | $6,467+38.3% | $7,352+21.7% | $4,046+121.1% |
| Admin fee / account holder | $75 | $711-89.5% | $10,799-99.3% | $626-88.1% |