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.5 years Filed as: M HOLDING SECURITIES, INC Service code 26 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97209 | Advisory (Participants) | $14,434 |
Filed as: JOHN HANCOCK LIFE INS CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $5,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,461 | $82,917-60.9% | $103,333-68.6% | $77,643-58.2% |
| Participation rate | 72.2% | 71.6%+0.7pp | 74.5%-2.3pp | 70.6%+1.7pp |
| Annual return | 13.21% | 19.13%-5.9pp | 24.88%-11.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,260 | $3,552-36.4% | $3,868-41.6% | $2,726-17.1% |
| Participant deferral / active EE | $3,693 | $4,108-10.1% | $5,057-27.0% | $4,647-20.5% |
| Admin fee / account holder | $266 | $638-58.4% | $8,355-96.8% | $430-38.3% |