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 INC4 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $10,608 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 | Recordkeeping Fees | $4,357 |
Service code 55 | Other Commissions | $610 |
Filed as: M FINANCIAL SECURITIES Service code 55 MARKETING IN · PORTLAND, OR 97209 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,776 | $52,953-53.2% | $172,739-85.7% | $65,185-62.0% |
| Participation rate | 98.6% | 66.2%+32.4pp | 82.6%+15.9pp | 70.2%+28.4pp |
| Annual return | 19.38% | 30.12%-10.7pp | 802.84%-783.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $3,546 | $2,190+61.9% | $5,143-31.0% | $2,177+62.9% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $97 | $472-79.5% | $13,954-99.3% | $847-88.6% |