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 Filed as: M. HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $25,147 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $24,580 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,576 | $65,561-12.2% | $86,188-33.2% | $75,163-23.4% |
| Participation rate | 92.5% | 60.5%+32.0pp | 69.0%+23.5pp | 67.2%+25.3pp |
| Annual return | 17.44% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,167 | $1,553-24.8% | $2,380-51.0% | $2,670-56.3% |
| Participant deferral / active EE | $2,331 | $3,024-22.9% | $3,985-41.5% | $4,125-43.5% |
| Admin fee / account holder | $431 | $5,474-92.1% | $6,852-93.7% | $5,651-92.4% |