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 9-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 INC3 years Service code 99 | Other Fees | $12,690 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,739 | $55,415-39.1% | $155,509-78.3% | $74,495-54.7% |
| Participation rate | 51.7% | 61.9%-10.2pp | 78.2%-26.5pp | 67.2%-15.5pp |
| Annual return | 10.80% | 268.50%-257.7pp | 64.67%-53.9pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,724 | $2,267-23.9% | $4,672-63.1% | $2,623-34.3% |
| Participant deferral / active EE | $3,103 | $2,836+9.4% | $5,626-44.8% | $4,346-28.6% |
| Admin fee / account holder | $107 | $1,738-93.9% | $15,912-99.3% | $1,942-94.5% |