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 |
|---|---|---|
M HOLDINGS SECURITIES INC6+ years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $27,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,648 |
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 | $62,908 | $73,638-14.6% | $95,952-34.4% | $73,488-14.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 77.1%+11.8pp | 70.7%+18.2pp |
| Annual return | 17.24% | 16.78%+0.5pp | 91.61%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,230 | $1,863+19.7% | $2,541-12.2% | $2,270-1.8% |
| Participant deferral / active EE | $4,419 | $3,617+22.2% | $4,167+6.0% | $3,740+18.2% |
| Admin fee / account holder | $229 | $482-52.4% | $6,795-96.6% | $513-55.3% |