See peer percentile detail. $4.99 for your first month.
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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 | $73,319 |
HOLDEN WEALTH MANAGEMENT INC.9+ years Service code 27 · EIN 03-0397432 1223 W CARSON ST · TORRANCE, CA 90502 | Advisory (Plan) | $33,580 |
ACTUARIAL BENEFITS CORP9+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $6,195 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,139 | $36,020-60.7% | $80,569-82.5% | $103,482-86.3% |
| Participation rate | 10.2% | 38.5%-28.3pp | 67.0%-56.7pp | 73.3%-63.0pp |
| Annual return | 18.88% | 63.68%-44.8pp | 935.43%-916.5pp | 33.11%-14.2pp |
| Employer contribution / active EE | $262 | $998-73.7% | $2,723-90.4% | $3,208-91.8% |
| Participant deferral / active EE | $116 | $2,343-95.0% | $4,447-97.4% | $5,207-97.8% |
| Admin fee / account holder | $95 | $472-79.8% | $5,377-98.2% | $114-16.5% |