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.5+ years Filed as: ACTUARIAL PENSION ANALYSTS Service code 12 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Participant loan processing; Claims p... | $7,540 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,650 | $63,114-3.9% | $92,893-34.7% | $65,185-7.0% |
| Participation rate | 67.0% | 68.8%-1.8pp | 76.0%-9.0pp | 70.2%-3.2pp |
| Annual return | 18.77% | 28.75%-10.0pp | 109.41%-90.6pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,294 | $2,571-49.6% | $3,653-64.6% | $2,177-40.5% |
| Participant deferral / active EE | $3,025 | $3,108-2.7% | $4,236-28.6% | $3,514-13.9% |
| Admin fee / account holder | $57 | $624-90.8% | $5,794-99.0% | $847-93.2% |