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 | $53,136-77.2% | $155,509-92.2% | $199,593-93.9% |
| Participation rate | 62.8% | 64.1%-1.2pp | 78.2%-15.3pp | 72.0%-9.1pp |
| Annual return | 26.84% | 41.15%-14.3pp | 64.67%-37.8pp | 34.25%-7.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,412 | $3,161-55.3% | $5,626-74.9% | $5,087-72.2% |
| Admin fee / account holder | $101 | $185-45.7% | $15,912-99.4% | $269-62.6% |