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 INC6 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $53,001 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,087 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,855 | $91,407+15.8% | $135,903-22.1% | $71,457+48.1% |
| Participation rate | 90.1% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | 19.01% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,350 | $3,703-36.5% | $4,856-51.6% | $2,588-9.2% |
| Participant deferral / active EE | $8,496 | $7,092+19.8% | $7,758+9.5% | $4,289+98.1% |
| Admin fee / account holder | $107 | $1,266-91.5% | $10,762-99.0% | $1,587-93.2% |