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 INC8+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $22,500 |
ASCENSUS LLC8+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE · GOOLETTSVILLE, TN 37072 | Contract Administrator | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,769 | $30,086-57.6% | $61,373-79.2% | $64,808-80.3% |
| Participation rate | 35.5% | 36.4%-0.8pp | 52.6%-17.1pp | 71.5%-35.9pp |
| Annual return | -17.04% | -13.99%-3.1pp | 338.61%-355.6pp | 32.82%-49.9pp |
| Employer contribution / active EE | $164 | $536-69.4% | $1,159-85.8% | $2,506-93.5% |
| Participant deferral / active EE | $873 | $1,126-22.5% | $2,125-58.9% | $4,310-79.7% |
| Admin fee / account holder | $119 | $148-19.8% | $2,130-94.4% | $188-36.7% |