See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: M HOLDING SERCURITIES, INC. Service code 99 | Other Fees | $40,327 |
Filed as: VOYA RET INS AND ANN CO Service code 99 | Other Fees | $3,372 |
M HOLDING SECURITIES, INC.3 years Filed as: M HOLDING SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $0 |
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 | $156,409 | $65,376+139.2% | $87,100+79.6% | $65,185+139.9% |
| Participation rate | 98.6% | 75.3%+23.3pp | 76.9%+21.7pp | 70.2%+28.4pp |
| Annual return | 22.04% | 31.27%-9.2pp | 28.19%-6.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $4,954 | $1,822+171.8% | $2,521+96.5% | $2,177+127.6% |
| Participant deferral / active EE | $9,896 | $3,388+192.1% | $4,049+144.4% | $3,514+181.6% |
| Admin fee / account holder | $6 | $520-98.8% | $7,497-99.9% | $847-99.2% |