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 |
|---|---|---|
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 | $8,302 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 32-2552359 5707 SW PARKWAY · AUSTIN, TX 787356213 | Advisory (Plan) | $7,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,593 | $60,795+100.0% | $69,455+75.1% | $65,185+86.5% |
| Participation rate | 91.3% | 74.9%+16.4pp | 74.6%+16.7pp | 70.2%+21.1pp |
| Annual return | 4.98% | 17.46%-12.5pp | 28.97%-24.0pp | 29.38%-24.4pp |
| Employer contribution / active EE | $2,824 | $2,452+15.2% | $2,779+1.6% | $2,177+29.7% |
| Participant deferral / active EE | $4,454 | $3,162+40.9% | $3,535+26.0% | $3,514+26.8% |
| Admin fee / account holder | $65 | $314-79.2% | $3,839-98.3% | $847-92.3% |