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.8+ years Filed as: ACTUARIAL PENSION ANALYSTS Service code 12 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Consulting (general); Participant loa... | $7,271 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,275 | $64,707+5.5% | $112,228-39.2% | $68,494-0.3% |
| Participation rate | 79.3% | 67.2%+12.2pp | 75.1%+4.2pp | 67.9%+11.4pp |
| Annual return | -17.15% | -11.40%-5.7pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,302 | $2,746-52.6% | $3,635-64.2% | $2,596-49.8% |
| Participant deferral / active EE | $4,414 | $3,565+23.8% | $4,728-6.6% | $4,027+9.6% |
| Admin fee / account holder | $571 | $5,232-89.1% | $6,410-91.1% | $5,403-89.4% |