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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,294 |
M HOLDING SECURITIES, INC.3 years Filed as: M HOLDING SECURITIES INC Service code 22 · EIN 91-1802259 | Insurance Broker | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,453 | $51,620+1.6% | $90,281-41.9% | $65,185-19.5% |
| Participation rate | 47.7% | 68.6%-20.9pp | 73.3%-25.6pp | 70.2%-22.5pp |
| Annual return | 19.72% | 24.94%-5.2pp | 78.10%-58.4pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,100 | $2,235-50.8% | $2,854-61.5% | $2,177-49.5% |
| Participant deferral / active EE | $2,140 | $2,871-25.5% | $3,885-44.9% | $3,514-39.1% |
| Admin fee / account holder | $161 | $384-58.1% | $5,351-97.0% | $847-81.0% |