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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $96,801 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 16 · EIN 20-1054428 | Consulting | $51,096 |
HOLDEN WEALTH MANAGEMENT INC.10+ years Service code 27 · EIN 03-0397432 1223 W CARSON ST · TORRANCE, CA 90502 | Advisory (Plan) | $41,628 |
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 | $15,637 | $41,510-62.3% | $84,966-81.6% | $99,062-84.2% |
| Participation rate | 11.7% | 35.3%-23.5pp | 67.5%-55.8pp | 71.6%-59.9pp |
| Annual return | 13.14% | 17.38%-4.2pp | 66.38%-53.2pp | 17.66%-4.5pp |
| Employer contribution / active EE | $277 | $1,137-75.7% | $2,727-89.9% | $3,262-91.5% |
| Participant deferral / active EE | $112 | $2,246-95.0% | $4,519-97.5% | $5,331-97.9% |
| Admin fee / account holder | $146 | $175-16.5% | $6,149-97.6% | $109+34.3% |