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 INC5 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $28,363 |
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 | $43,666 | $64,119-31.9% | $112,228-61.1% | $66,914-34.7% |
| Participation rate | 91.8% | 68.5%+23.4pp | 75.1%+16.8pp | 69.8%+22.0pp |
| Annual return | -13.83% | -13.81%0pp | 27.45%-41.3pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,480 | $3,005-50.8% | $3,635-59.3% | $2,544-41.8% |
| Participant deferral / active EE | $2,730 | $3,693-26.1% | $4,728-42.3% | $4,237-35.6% |
| Admin fee / account holder | $261 | $625-58.2% | $6,410-95.9% | $593-56.0% |