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 INC3 years Filed as: M HOLDINGS SECURITIES Service code 26 · EIN 91-1802259 | Advisory (Participants) | $23,282 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,456 | $69,362-44.6% | $101,248-62.0% | $73,488-47.7% |
| Participation rate | 88.3% | 68.4%+19.9pp | 75.8%+12.5pp | 70.7%+17.6pp |
| Annual return | 11.10% | 18.46%-7.4pp | 46.47%-35.4pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,341 | $2,628-49.0% | $3,660-63.3% | $2,270-40.9% |
| Participant deferral / active EE | $2,191 | $3,300-33.6% | $4,370-49.9% | $3,740-41.4% |
| Admin fee / account holder | $170 | $704-75.8% | $5,945-97.1% | $513-66.8% |