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 | $65,393 |
COURIER CAPITAL6 years Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $23,534 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 | Contract Administrator | $11,497 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES Service code 50 30 BRYANT WOODS N · AMHERST, NY 14228 | Direct Payment | $380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,871 | $40,385+8.6% | $80,569-45.5% | $74,419-41.0% |
| Participation rate | 86.3% | 47.4%+38.9pp | 67.0%+19.3pp | 70.7%+15.5pp |
| Annual return | 16.04% | 164.85%-148.8pp | 935.43%-919.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,537 | $1,496+2.8% | $2,723-43.5% | $2,637-41.7% |
| Participant deferral / active EE | $3,963 | $2,674+48.2% | $4,447-10.9% | $4,528-12.5% |
| Admin fee / account holder | $108 | $720-85.0% | $5,377-98.0% | $348-68.9% |