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 INC5 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $53,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,907 | $84,487+15.9% | $125,339-21.9% | $66,914+46.3% |
| Participation rate | 87.2% | 76.4%+10.8pp | 82.4%+4.8pp | 69.8%+17.4pp |
| Annual return | -15.57% | -8.39%-7.2pp | 572.05%-587.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,898 | $3,553-46.6% | $4,814-60.6% | $2,544-25.4% |
| Participant deferral / active EE | $7,941 | $6,781+17.1% | $7,446+6.6% | $4,237+87.4% |
| Admin fee / account holder | $126 | $685-81.6% | $10,010-98.7% | $593-78.8% |