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 INC8 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $38,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,860 | $86,944-23.1% | $107,525-37.8% | $74,304-10.0% |
| Participation rate | 91.5% | 59.6%+32.0pp | 75.1%+16.4pp | 60.3%+31.2pp |
| Annual return | 11.96% | 23.52%-11.6pp | 181.32%-169.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,752 | $2,757-36.4% | $3,754-53.3% | $2,241-21.8% |
| Participant deferral / active EE | $3,011 | $3,554-15.3% | $5,116-41.1% | $3,767-20.1% |
| Admin fee / account holder | $372 | $3,727-90.0% | $8,919-95.8% | $2,969-87.5% |