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 INC5+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $18,429 |
ASCENSUS LLC5+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $2,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,651 | $25,302-57.9% | $74,701-85.7% | $67,579-84.2% |
| Participation rate | 38.6% | 37.8%+0.8pp | 54.5%-15.8pp | 71.3%-32.6pp |
| Annual return | 16.28% | 10291.17%-10274.9pp | 752.92%-736.6pp | 378.56%-362.3pp |
| Employer contribution / active EE | $122 | $446-72.7% | $1,084-88.7% | $2,148-94.3% |
| Participant deferral / active EE | $647 | $954-32.2% | $1,964-67.1% | $3,539-81.7% |
| Admin fee / account holder | $99 | $108-7.7% | $3,333-97.0% | $142-30.2% |