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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $86,783 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 16 · EIN 20-1054428 | Consulting | $22,573 |
HOLDEN WEALTH MANAGEMENT INC.3+ years Service code 27 · EIN 03-0397432 1223 W CARSON ST · TORRANCE, CA 90502 | Advisory (Plan) | $14,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,257 | $35,598-85.2% | $81,478-93.5% | $177,276-97.0% |
| Participation rate | 2.8% | 43.3%-40.5pp | 68.0%-65.2pp | 74.8%-72.0pp |
| Annual return | 17.45% | 22.81%-5.4pp | 38.78%-21.3pp | 21.25%-3.8pp |
| Employer contribution / active EE | $199 | $903-78.0% | $2,568-92.3% | $2,479-92.0% |
| Participant deferral / active EE | $85 | $1,276-93.3% | $3,537-97.6% | $3,881-97.8% |
| Admin fee / account holder | $75 | $82-7.9% | $4,561-98.4% | $154-51.3% |