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 HOLDINGS SECURITIES INC5+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 17 1125 NW COUCH ST. · PORTLAND, OR 97209 | Pension Consulting | $11,380 |
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,590 |
AVINTUS4 years Service code 15 · EIN 04-3682160 | Recordkeeping | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,220 | $60,124-28.1% | $90,404-52.2% | $79,858-45.9% |
| Participation rate | 48.1% | 65.0%-16.9pp | 72.7%-24.6pp | 69.6%-21.5pp |
| Annual return | 14.23% | 71.94%-57.7pp | 1293.02%-1278.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $895 | $2,068-56.7% | $3,262-72.5% | $2,471-63.8% |
| Participant deferral / active EE | $2,136 | $2,938-27.3% | $3,963-46.1% | $3,740-42.9% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |