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 | $77,042 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 16 · EIN 20-1054428 | Consulting | $22,744 |
HOLDEN WEALTH MANAGEMENT INC.5+ years Service code 27 · EIN 03-0397432 1223 W CARSON ST · TORRANCE, CA 90502 | Advisory (Plan) | $22,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,549 | $34,813-61.1% | $84,611-84.0% | $82,204-83.5% |
| Participation rate | 3.5% | 33.8%-30.3pp | 68.2%-64.7pp | 73.4%-69.9pp |
| Annual return | 21.90% | 44.87%-23.0pp | 258.74%-236.8pp | 26.31%-4.4pp |
| Employer contribution / active EE | $135 | $718-81.3% | $2,652-94.9% | $2,707-95.0% |
| Participant deferral / active EE | $101 | $1,334-92.5% | $3,899-97.4% | $4,246-97.6% |
| Admin fee / account holder | $159 | $107+48.9% | $4,912-96.8% | $76+110.4% |