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 CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY STE.100 · AMHERST, NY 142281120 | Other Services | $7,813 |
TIAA1 year Filed as: TIAA TEACHER INS. & ANNUNITY ASSOC. Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEWYORK, NY 100173206 | Recordkeeping fees; Distribution (12b... | $7,721 |
LUMSDEN & MCCORMICK LLP1 year Service code 10 · EIN 16-0765486 CYCLORAMA BUILDING · BUFFALO, NY 142021725 | Accounting | $5,900 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 22 · EIN 47-1411118 4340 REDWOOD HIGHWAY # B -60 · SAN RAFAEL, CA 94903 | Insurance Broker | $0 |
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 | $121,620 | $65,322+86.2% | $70,449+72.6% | $73,488+65.5% |
| Participation rate | 86.8% | 77.0%+9.8pp | 75.1%+11.7pp | 70.7%+16.1pp |
| Annual return | 3.62% | 15.71%-12.1pp | 109.03%-105.4pp | 28.51%-24.9pp |
| Employer contribution / active EE | $2,710 | $2,460+10.2% | $2,737-1.0% | $2,270+19.4% |
| Participant deferral / active EE | $4,320 | $3,375+28.0% | $3,709+16.5% | $3,740+15.5% |
| Admin fee / account holder | $91 | $214-57.7% | $3,845-97.6% | $513-82.3% |