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 INC6 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $30,102 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,840 | $76,670-33.7% | $96,683-47.4% | $71,457-28.9% |
| Participation rate | 92.5% | 66.6%+25.9pp | 74.3%+18.1pp | 67.9%+24.5pp |
| Annual return | 12.06% | 48.29%-36.2pp | 35.69%-23.6pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,552 | $3,031-48.8% | $3,737-58.5% | $2,588-40.0% |
| Participant deferral / active EE | $2,565 | $3,771-32.0% | $4,878-47.4% | $4,289-40.2% |
| Admin fee / account holder | $276 | $2,028-86.4% | $6,730-95.9% | $1,587-82.6% |