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 INC6+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $19,995 |
ASCENSUS LLC6+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $3,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,357 | $29,369-54.5% | $77,482-82.8% | $73,409-81.8% |
| Participation rate | 39.7% | 37.9%+1.7pp | 54.2%-14.5pp | 72.2%-32.5pp |
| Annual return | 11.21% | 358.15%-346.9pp | 54.79%-43.6pp | 59.29%-48.1pp |
| Employer contribution / active EE | $132 | $406-67.6% | $986-86.7% | $2,234-94.1% |
| Participant deferral / active EE | $662 | $941-29.7% | $1,861-64.5% | $3,805-82.6% |
| Admin fee / account holder | $118 | $123-4.2% | $2,858-95.9% | $158-25.5% |