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 13 · EIN 42-0127290 | Contract Administrator | $62,895 |
COURIER CAPITAL5 years Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $24,455 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 · EIN 16-1186135 | Contract Administrator | $11,470 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES Service code 50 30 BRYANT WOODS N · AMHERST, NY 14228 | Direct Payment | $1,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,830 | $34,677+17.7% | $77,024-47.0% | $64,808-37.0% |
| Participation rate | 83.3% | 49.8%+33.4pp | 67.9%+15.4pp | 71.5%+11.8pp |
| Annual return | -14.26% | -5.33%-8.9pp | 42.32%-56.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,424 | $1,370+3.9% | $2,812-49.4% | $2,506-43.2% |
| Participant deferral / active EE | $3,586 | $2,556+40.3% | $4,426-19.0% | $4,310-16.8% |
| Admin fee / account holder | $114 | $179-35.9% | $5,425-97.9% | $188-39.1% |