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 INC5 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $146,374 |
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $123,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,389 | $50,982+28.3% | $154,803-57.8% | $85,563-23.6% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 13.59% | 30.35%-16.8pp | 58.88%-45.3pp | 31.51%-17.9pp |
| Employer contribution / active EE | $4,324 | $1,708+153.1% | $4,305+0.4% | $2,654+63.0% |
| Participant deferral / active EE | $4,324 | $2,474+74.8% | $5,540-22.0% | $4,375-1.2% |
| Admin fee / account holder | $201 | $846-76.2% | $14,329-98.6% | $834-75.9% |