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 INC2 years Filed as: M HOLDINGS Service code 99 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Other Fees | $5,530 |
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,477 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 · EIN 31-1582098 13680 CLEVELAND AVE · UNIONTOWN, OH 44685 | Other Fees | $858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,625 | $65,322+95.4% | $70,449+81.2% | $73,488+73.7% |
| Participation rate | 26.9% | 77.0%-50.1pp | 75.1%-48.2pp | 70.7%-43.8pp |
| Annual return | 18.46% | 15.71%+2.7pp | 109.03%-90.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $983 | $2,460-60.0% | $2,737-64.1% | $2,270-56.7% |
| Participant deferral / active EE | $2,958 | $3,375-12.4% | $3,709-20.2% | $3,740-20.9% |
| Admin fee / account holder | $128 | $214-40.1% | $3,845-96.7% | $513-75.0% |