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 HOLDING SECURITIES, INC.4 years Filed as: M HOLDING SECURITIES, INC Service code 26 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97209 | Advisory (Participants) | $11,083 |
Filed as: JOHN HANCOCK LIFE INS CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $4,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,981 | $76,670-62.2% | $96,683-70.0% | $71,457-59.4% |
| Participation rate | 72.5% | 66.6%+5.9pp | 74.3%-1.9pp | 67.9%+4.6pp |
| Annual return | 18.33% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,997 | $3,031-34.1% | $3,737-46.6% | $2,588-22.8% |
| Participant deferral / active EE | $3,232 | $3,771-14.3% | $4,878-33.7% | $4,289-24.6% |
| Admin fee / account holder | $223 | $2,028-89.0% | $6,730-96.7% | $1,587-85.9% |