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 | $12,406 |
M HOLDING SECURITIES, INC.4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,836 | $66,124-3.5% | $90,404-29.4% | $73,488-13.1% |
| Participation rate | 46.8% | 69.7%-22.9pp | 72.7%-25.9pp | 70.7%-23.9pp |
| Annual return | 14.79% | 17.65%-2.9pp | 1293.02%-1278.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,119 | $2,346-52.3% | $3,262-65.7% | $2,270-50.7% |
| Participant deferral / active EE | $2,178 | $3,039-28.3% | $3,963-45.0% | $3,740-41.7% |
| Admin fee / account holder | $175 | $396-55.8% | $5,611-96.9% | $513-65.9% |