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 INC7 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $42,986 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,493 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,622 | $56,503-70.6% | $70,092-76.3% | $64,808-74.4% |
| Participation rate | 91.6% | 70.5%+21.1pp | 70.5%+21.1pp | 71.5%+20.1pp |
| Annual return | -24.04% | -13.44%-10.6pp | 190.73%-214.8pp | 32.82%-56.9pp |
| Employer contribution / active EE | $1,301 | $2,046-36.4% | $2,559-49.1% | $2,506-48.1% |
| Participant deferral / active EE | $2,712 | $3,389-20.0% | $3,849-29.5% | $4,310-37.1% |
| Admin fee / account holder | $145 | $160-9.6% | $6,267-97.7% | $188-22.9% |