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 BENEFITS CORP5 years Filed as: ACTUARIAL BENEFITS CORP. Service code 15 · EIN 20-1054428 | Recordkeeping | $50,970 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,103 |
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 | $32,403 | $64,286-49.6% | $90,951-64.4% | $73,409-55.9% |
| Participation rate | 38.5% | 63.6%-25.1pp | 69.0%-30.5pp | 72.2%-33.6pp |
| Annual return | 13.25% | 21.45%-8.2pp | 134.60%-121.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $474 | $895-47.0% | $2,122-77.7% | $2,234-78.8% |
| Participant deferral / active EE | $2,614 | $2,453+6.6% | $3,373-22.5% | $3,805-31.3% |
| Admin fee / account holder | $65 | $287-77.3% | $5,959-98.9% | $158-58.8% |