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 CORP4 years Service code 37 · EIN 20-1054428 2790 SKYPARK DRIVE SUITE 300 · TORRANCE, CA 90505 | Loan Processing | $8,816 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,247 | $73,638+60.6% | $95,952+23.2% | $73,488+60.9% |
| Participation rate | 97.8% | 76.2%+21.6pp | 77.1%+20.7pp | 70.7%+27.1pp |
| Annual return | 14.22% | 16.78%-2.6pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,094 | $1,863+66.1% | $2,541+21.8% | $2,270+36.3% |
| Participant deferral / active EE | $7,452 | $3,617+106.0% | $4,167+78.8% | $3,740+99.3% |
| Admin fee / account holder | $469 | $482-2.7% | $6,795-93.1% | $513-8.6% |