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.6+ years Filed as: ACTUARIAL PENSION ANALYSTS Service code 12 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Claims processing; Participant loan p... | $5,765 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $838 |
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 | $67,851 | $69,362-2.2% | $101,248-33.0% | $73,488-7.7% |
| Participation rate | 64.8% | 68.4%-3.5pp | 75.8%-11.0pp | 70.7%-5.8pp |
| Annual return | 16.43% | 18.46%-2.0pp | 46.47%-30.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,630 | $2,628-38.0% | $3,660-55.5% | $2,270-28.2% |
| Participant deferral / active EE | $2,775 | $3,300-15.9% | $4,370-36.5% | $3,740-25.8% |
| Admin fee / account holder | $74 | $704-89.4% | $5,945-98.7% | $513-85.5% |