See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,471 | $96,018-42.2% | $65,493-15.3% | $85,563-35.2% |
| Participation rate | 43.8% | 74.8%-31.0pp | 73.1%-29.3pp | 66.0%-22.1pp |
| Annual return | 11.28% | 14.51%-3.2pp | 982.45%-971.2pp | 31.51%-20.2pp |
| Employer contribution / active EE | $2,216 | $3,235-31.5% | $2,574-13.9% | $2,654-16.5% |
| Participant deferral / active EE | $2,704 | $4,055-33.3% | $3,961-31.7% | $4,375-38.2% |
| Admin fee / account holder | $50 | $271-81.5% | $5,028-99.0% | $834-94.0% |