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 |
|---|---|---|
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 15 · EIN 54-1521351 1523 HUGUENOT RAOD · MIDLOTHIAN, VA 23113 | Recordkeeping | $1,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,181-100.0% | $159,436-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 13.91% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,778 | $3,318-16.3% | $4,829-42.5% | $2,565+8.3% |
| Participant deferral / active EE | $3,467 | $5,945-41.7% | $7,352-52.8% | $3,952-12.3% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |