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 |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $13,600 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,417 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,881 | $50,385-76.4% | $75,670-84.3% | $62,292-80.9% |
| Participation rate | 93.1% | 67.7%+25.4pp | 72.3%+20.8pp | 69.5%+23.6pp |
| Annual return | 24.91% | 19.90%+5.0pp | 27.34%-2.4pp | 28.90%-4.0pp |
| Employer contribution / active EE | $1,471 | $1,537-4.3% | $2,352-37.4% | $2,042-28.0% |
| Participant deferral / active EE | $2,791 | $2,445+14.1% | $3,142-11.2% | $3,169-11.9% |
| Admin fee / account holder | $90 | $384-76.5% | $5,800-98.4% | $479-81.1% |