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 |
|---|---|---|
SMITH GRAHAM8+ years Filed as: SMITH GRAHAM & COMPANY Service code 27 · EIN 76-0301817 | Advisory (Plan) | $115,670 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928058 | Pension Consulting | $91,209 |
ACADIAN ASSET MANAGEMENT LLC7 years Filed as: ACADIAN ASSET MANAGEMENT Service code 27 · EIN 26-3368395 | Advisory (Plan) | $72,316 |
RI LABORERS HEALTH FUND8+ years Service code 99 · EIN 05-6010637 | Other Fees | $54,758 |
ULLICO4 years Filed as: UNION LABOR LIFE INSURANCE COM Service code 27 · EIN 13-1423090 | Advisory (Plan) | $48,434 |
THE SEGAL COMPANY6 years Filed as: SEGALMARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,250 |
ADMINISTRATION SERVICES INC.8+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $36,000 |
CITIZENS BANK5 years Service code 19 · EIN 20-2635739 | Securities Custodian | $32,573 |
STATE STREET GLOBAL ADVISORS8+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $22,632 |
WARD FISHER & COMPANY8+ years Service code 10 · EIN 05-0234540 | Accounting | $21,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,321 | $70,048-69.6% | $112,228-81.0% | $78,044-72.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.4%+25.6pp |
| Annual return | -12.60% | -10.85%-1.8pp | 27.45%-40.1pp | 10.87%-23.5pp |
| Employer contribution / active EE | $2,349 | $4,000-41.3% | $3,635-35.4% | $3,125-24.8% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,728-100.0% | $5,084-100.0% |
| Admin fee / account holder | $66 | $127-47.7% | $6,410-99.0% | $79-16.0% |