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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.
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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 Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $22,180 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,033 | $76,670-12.6% | $96,683-30.7% | $71,457-6.2% |
| Participation rate | 61.7% | 66.6%-4.8pp | 74.3%-12.6pp | 67.9%-6.2pp |
| Annual return | 19.52% | 48.29%-28.8pp | 35.69%-16.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $3,235 | $3,031+6.7% | $3,737-13.4% | $2,588+25.0% |
| Participant deferral / active EE | $7,211 | $3,771+91.2% | $4,878+47.8% | $4,289+68.1% |
| Admin fee / account holder | $409 | $2,028-79.8% | $6,730-93.9% | $1,587-74.2% |