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 INC6 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 109 PHEASANT RUN · NEWTOWN, PA 189401820 | Advisory (Plan) | $23,070 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,773 | $58,778-6.8% | $129,295-57.6% | $77,671-29.5% |
| Participation rate | 31.0% | 59.2%-28.2pp | 69.6%-38.6pp | 70.6%-39.5pp |
| Annual return | 13.41% | 24.73%-11.3pp | 9429.28%-9415.9pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,093 | $1,952-44.0% | $4,157-73.7% | $2,726-59.9% |
| Participant deferral / active EE | $2,116 | $3,212-34.1% | $4,169-49.2% | $4,648-54.5% |
| Admin fee / account holder | $226 | $589-61.6% | $7,665-97.0% | $430-47.4% |