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 CORP2 years Service code 37 · EIN 20-1054428 2790 SKYPARK DRIVE SUITE 300 · TORRANCE, CA 90505 | Loan Processing | $6,866 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,002 |
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 | $78,237 | $59,186+32.2% | $76,768+1.9% | $56,287+39.0% |
| Participation rate | 91.0% | 75.2%+15.8pp | 77.0%+14.1pp | 69.9%+21.2pp |
| Annual return | -5.91% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,355 | $1,759+33.9% | $2,485-5.3% | $2,111+11.5% |
| Participant deferral / active EE | $6,005 | $3,255+84.5% | $3,852+55.9% | $3,350+79.3% |
| Admin fee / account holder | $188 | $489-61.5% | $6,675-97.2% | $521-63.9% |