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 INC4 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $24,323 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,749 |
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 | $14,221 | $55,790-74.5% | $76,817-81.5% | $67,579-79.0% |
| Participation rate | 91.8% | 71.1%+20.7pp | 72.1%+19.7pp | 71.3%+20.5pp |
| Annual return | 24.81% | 64.45%-39.6pp | 1166.11%-1141.3pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,388 | $1,810-23.3% | $2,302-39.7% | $2,148-35.4% |
| Participant deferral / active EE | $2,707 | $2,875-5.8% | $3,336-18.8% | $3,539-23.5% |
| Admin fee / account holder | $85 | $159-46.5% | $6,420-98.7% | $142-40.2% |