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 |
|---|---|---|
COURIER CAPITAL7 years Filed as: COURIER CAPITAL INC Service code 13 · EIN 81-0710574 | Contract Administrator | $26,088 |
ACTUARIAL BENEFITS CORP5 years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 | Contract Administrator | $12,863 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL CONSULTING SERVICES Service code 50 · EIN 16-1186135 30 BRYANT WOODS N · AMHERST, NY 14228 | Direct Payment | $570 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $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 | $46,226 | $45,031+2.7% | $84,966-45.6% | $77,643-40.5% |
| Participation rate | 85.5% | 48.7%+36.8pp | 67.5%+18.0pp | 70.6%+14.9pp |
| Annual return | 10.82% | 79.22%-68.4pp | 66.38%-55.6pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,836 | $1,609+14.1% | $2,727-32.7% | $2,726-32.6% |
| Participant deferral / active EE | $4,556 | $2,807+62.3% | $4,519+0.8% | $4,647-2.0% |
| Admin fee / account holder | $129 | $912-85.9% | $6,149-97.9% | $430-70.1% |