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 INC3 years Service code 26 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97204 | Advisory (Participants) | $91,538 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,159 | $51,197+269.5% | $82,719+128.7% | $66,914+182.7% |
| Participation rate | 95.7% | 67.8%+27.9pp | 72.6%+23.1pp | 69.8%+25.9pp |
| Annual return | -15.52% | -9.64%-5.9pp | 701.18%-716.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $12,552 | $2,611+380.8% | $3,009+317.1% | $2,544+393.3% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $503 | $416+21.0% | $5,329-90.6% | $593-15.2% |