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 HOLDINGS SECURITIES, INC. Service code 26 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $62,186 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $30,423 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $8,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,946 | $88,890+0.1% | $102,423-13.2% | $77,643+14.6% |
| Participation rate | 97.7% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 13.94% | 24.98%-11.0pp | 29.32%-15.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,383 | $2,698+25.4% | $3,023+11.9% | $2,726+24.1% |
| Participant deferral / active EE | $6,228 | $5,145+21.0% | $5,053+23.3% | $4,647+34.0% |
| Admin fee / account holder | $195 | $235-17.3% | $9,451-97.9% | $430-54.8% |