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 |
|---|---|---|
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $10,000 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY STE 100 · AMHERST, NY 142281120 | Other Services | $6,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,172 | $53,822+205.0% | $75,696+116.9% | $85,850+91.2% |
| Participation rate | 78.7% | 69.1%+9.6pp | 74.8%+3.8pp | 69.3%+9.3pp |
| Annual return | 13.52% | 24.54%-11.0pp | 104.53%-91.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,770 | $2,017+37.4% | $2,743+1.0% | $2,565+8.0% |
| Participant deferral / active EE | $4,715 | $2,895+62.8% | $3,821+23.4% | $3,952+19.3% |
| Admin fee / account holder | $333 | $3,343-90.0% | $3,619-90.8% | $6,260-94.7% |