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 year Service code 37 · EIN 20-1054428 2790 SKYPARK DRIVE SUITE 300 · TORRANCE, CA 90505 | Loan Processing | $11,328 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $944 |
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 | $84,177 | $64,909+29.7% | $82,313+2.3% | $62,292+35.1% |
| Participation rate | 96.2% | 74.9%+21.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 17.23% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,497 | $1,676+49.0% | $2,428+2.8% | $2,042+22.3% |
| Participant deferral / active EE | $6,433 | $3,103+107.3% | $3,706+73.6% | $3,169+103.0% |
| Admin fee / account holder | $136 | $440-69.1% | $5,608-97.6% | $479-71.7% |