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 | $30,155 |
M HOLDING SECURITIES, INC.6 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,496 | $51,197+39.6% | $82,719-13.6% | $66,914+6.8% |
| Participation rate | 54.6% | 67.8%-13.2pp | 72.6%-18.0pp | 69.8%-15.2pp |
| Annual return | -16.24% | -9.64%-6.6pp | 701.18%-717.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,704 | $2,611-34.7% | $3,009-43.4% | $2,544-33.0% |
| Participant deferral / active EE | $3,410 | $3,458-1.4% | $4,395-22.4% | $4,237-19.5% |
| Admin fee / account holder | $326 | $416-21.4% | $5,329-93.9% | $593-45.0% |