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 PENSION ANALYSTS, INC.4+ years Filed as: ACTUARIAL PENSION ANALYSTS Service code 12 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Claims processing; Participant loan p... | $6,570 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $660 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,520 | $55,449-8.9% | $83,848-39.7% | $56,287-10.2% |
| Participation rate | 72.4% | 68.0%+4.4pp | 76.1%-3.8pp | 69.9%+2.5pp |
| Annual return | -6.77% | -1.38%-5.4pp | 850.88%-857.6pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,569 | $2,430-35.5% | $3,631-56.8% | $2,111-25.7% |
| Participant deferral / active EE | $3,472 | $2,935+18.3% | $4,082-14.9% | $3,350+3.6% |
| Admin fee / account holder | $82 | $656-87.5% | $5,478-98.5% | $521-84.2% |