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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $77,966 |
HOLDEN WEALTH MANAGEMENT INC.7+ years Service code 27 · EIN 03-0397432 1223 W CARSON ST · TORRANCE, CA 90502 | Advisory (Plan) | $31,705 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 16 · EIN 20-1054428 | Consulting | $17,192 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,347 | $122,114-87.4% | $96,139-84.0% | $101,517-84.9% |
| Participation rate | 8.3% | 40.2%-31.9pp | 68.4%-60.2pp | 74.6%-66.3pp |
| Annual return | 14.71% | 22.60%-7.9pp | 191.94%-177.2pp | 21.00%-6.3pp |
| Employer contribution / active EE | $193 | $938-79.4% | $2,797-93.1% | $2,973-93.5% |
| Participant deferral / active EE | $123 | $2,166-94.3% | $4,349-97.2% | $4,873-97.5% |
| Admin fee / account holder | $128 | $1,652-92.2% | $5,537-97.7% | $139-8.1% |