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 INC10+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $30,350 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,162 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,113 | $29,548-31.9% | $56,411-64.3% | $77,643-74.1% |
| Participation rate | 24.4% | 32.7%-8.3pp | 52.5%-28.1pp | 70.6%-46.2pp |
| Annual return | 12.63% | 19.01%-6.4pp | 1701.33%-1688.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $151 | $568-73.4% | $1,039-85.5% | $2,726-94.5% |
| Participant deferral / active EE | $710 | $1,061-33.1% | $1,952-63.6% | $4,647-84.7% |
| Admin fee / account holder | $181 | $1,046-82.7% | $2,829-93.6% | $430-57.9% |