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 7-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $248,444 |
M HOLDINGS SECURITIES INC7+ years Filed as: M HOLDINGS, SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $61,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,128 | $53,199-77.2% | $155,567-92.2% | $199,768-93.9% |
| Participation rate | 62.8% | 64.1%-1.3pp | 78.2%-15.4pp | 72.0%-9.2pp |
| Annual return | 26.84% | 41.17%-14.3pp | 64.74%-37.9pp | 34.26%-7.4pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $1,412 | $3,163-55.4% | $5,628-74.9% | $5,090-72.3% |
| Admin fee / account holder | $101 | $186-45.7% | $15,916-99.4% | $269-62.6% |