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 HOLDING SECURITIES, INC.2 years Filed as: M HOLDING SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $19,756 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,449 | $51,288-71.8% | $81,983-82.4% | $73,409-80.3% |
| Participation rate | 93.5% | 64.0%+29.5pp | 69.2%+24.3pp | 72.2%+21.3pp |
| Annual return | 18.74% | 29.48%-10.7pp | 41.31%-22.6pp | 59.29%-40.6pp |
| Employer contribution / active EE | $654 | $1,487-56.0% | $2,498-73.8% | $2,234-70.7% |
| Participant deferral / active EE | $2,491 | $2,715-8.3% | $3,722-33.1% | $3,805-34.5% |
| Admin fee / account holder | $60 | $125-52.5% | $5,664-98.9% | $158-62.3% |