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.9+ years Filed as: ACTUARIAL PENSION ANALYSTS Service code 12 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Claims processing; Consulting (genera... | $6,640 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $660 |
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 | $71,528 | $73,933-3.3% | $96,683-26.0% | $75,163-4.8% |
| Participation rate | 72.3% | 66.4%+5.9pp | 74.3%-2.1pp | 67.2%+5.1pp |
| Annual return | 14.17% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,458 | $2,928-50.2% | $3,737-61.0% | $2,670-45.4% |
| Participant deferral / active EE | $5,168 | $3,659+41.2% | $4,878+5.9% | $4,125+25.3% |
| Admin fee / account holder | $468 | $5,216-91.0% | $6,730-93.0% | $5,651-91.7% |