See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC8+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $0 |
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 | $46,375 | $64,119-27.7% | $112,228-58.7% | $66,914-30.7% |
| Participation rate | 75.6% | 68.5%+7.2pp | 75.1%+0.6pp | 69.8%+5.8pp |
| Annual return | -19.97% | -13.81%-6.2pp | 27.45%-47.4pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,773 | $3,005-41.0% | $3,635-51.2% | $2,544-30.3% |
| Participant deferral / active EE | $5,205 | $3,693+40.9% | $4,728+10.1% | $4,237+22.8% |
| Admin fee / account holder | $217 | $625-65.3% | $6,410-96.6% | $593-63.5% |