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 CORP1+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE, STE 300 · TORRANCE, CA 90505 | Contract Administrator | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL COMPANY Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PLANNING CORP OF AMERICA1+ years Filed as: PLANNING CORPORATE OF AMERICA Service code 53 · EIN 59-1199408 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,889 | $67,166-57.0% | $57,343-49.6% | $55,191-47.7% |
| Participation rate | 72.8% | 77.7%-4.9pp | 75.1%-2.3pp | 69.2%+3.6pp |
| Annual return | -0.05% | 4.22%-4.3pp | 24.39%-24.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,008 | $2,812-64.2% | $2,689-62.5% | $1,899-46.9% |
| Participant deferral / active EE | $917 | $2,835-67.7% | $3,162-71.0% | $3,046-69.9% |
| Admin fee / account holder | $83 | $44+90.5% | $3,356-97.5% | $91-8.6% |