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 CORP3 years Service code 37 · EIN 20-1054428 2790 SKYPARK DRIVE SUITE 300 · TORRANCE, CA 90505 | Loan Processing | $8,071 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $944 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,903 | $65,376+51.3% | $87,100+13.6% | $65,185+51.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 21.70% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,528 | $1,822+38.7% | $2,521+0.3% | $2,177+16.1% |
| Participant deferral / active EE | $7,419 | $3,388+118.9% | $4,049+83.2% | $3,514+111.1% |
| Admin fee / account holder | $499 | $520-4.0% | $7,497-93.3% | $847-41.1% |