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 30 BRYANT WOODS N. · AMHERST, NY 142283601 | Other Services | $8,944 |
TIAA4 years Filed as: TIAA TEACHER INS. & ANNUNITY ASSOC. Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEWYORK, NY 100173206 | Insurance services; Account maintenan... | $7,149 |
LUMSDEN & MCCORMICK LLP4 years Service code 10 · EIN 16-0765486 CYCLORAMA BUILDING · BUFFALO, NY 142021725 | Accounting | $6,100 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 22 · EIN 47-1411118 4340 REDWOOD HIGHWAY # B -60 · SAN RAFAEL, CA 94903 | Insurance Broker | $5,786 |
ACTUARIAL BENEFITS CORP5 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14221 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,954 | $65,557+99.8% | $64,056+104.4% | $71,457+83.3% |
| Participation rate | 76.1% | 73.2%+2.9pp | 72.3%+3.8pp | 67.9%+8.2pp |
| Annual return | 10.46% | 18.94%-8.5pp | 33.69%-23.2pp | 28.85%-18.4pp |
| Employer contribution / active EE | $2,784 | $2,669+4.3% | $2,747+1.4% | $2,588+7.6% |
| Participant deferral / active EE | $4,950 | $3,626+36.5% | $3,880+27.6% | $4,289+15.4% |
| Admin fee / account holder | $93 | $616-84.9% | $3,068-97.0% | $1,587-94.1% |