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 INC4+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $16,749 |
ASCENSUS LLC4+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $9,780 | $23,224-57.9% | $71,086-86.2% | $55,725-82.4% |
| Participation rate | 41.0% | 37.9%+3.1pp | 54.7%-13.7pp | 70.9%-29.9pp |
| Annual return | -6.14% | -2.87%-3.3pp | 650.59%-656.7pp | 244.93%-251.1pp |
| Employer contribution / active EE | $122 | $436-72.0% | $1,088-88.8% | $2,078-94.1% |
| Participant deferral / active EE | $596 | $929-35.8% | $1,874-68.2% | $3,356-82.2% |
| Admin fee / account holder | $98 | $118-16.9% | $3,082-96.8% | $115-15.0% |