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 | $15,433 |
M HOLDING SECURITIES, INC.5 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,446 | $63,745+18.4% | $98,442-23.4% | $79,386-5.0% |
| Participation rate | 56.2% | 69.9%-13.7pp | 73.3%-17.2pp | 70.7%-14.5pp |
| Annual return | 11.26% | 625.80%-614.5pp | 1492.73%-1481.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,587 | $2,557-37.9% | $2,960-46.4% | $2,427-34.6% |
| Participant deferral / active EE | $2,965 | $3,303-10.2% | $4,276-30.7% | $4,046-26.7% |
| Admin fee / account holder | $199 | $516-61.5% | $5,949-96.7% | $626-68.3% |