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 INC2+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Plan) | $14,167 |
ASCENSUS LLC2+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $3,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,689 | $23,385-62.8% | $69,182-87.4% | $57,658-84.9% |
| Participation rate | 45.7% | 37.9%+7.8pp | 55.1%-9.4pp | 70.2%-24.5pp |
| Annual return | 5.92% | -659.34%+665.3pp | -21.93%+27.9pp | 5.13%+0.8pp |
| Employer contribution / active EE | $108 | $422-74.4% | $1,206-91.0% | $1,974-94.5% |
| Participant deferral / active EE | $607 | $843-27.9% | $1,897-68.0% | $3,061-80.2% |
| Admin fee / account holder | $91 | $82+11.4% | $2,697-96.6% | $95-3.2% |