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 |
|---|---|---|
Service code 27 · EIN 26-3780612 | Advisory (Plan) | $154,181 |
ACADIAN ASSET MANAGEMENT LLC8 years Filed as: ACADIAN ASSET MANAGEMENT Service code 27 · EIN 26-3368395 | Advisory (Plan) | $71,842 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928058 | Pension Consulting | $63,085 |
RI LABORERS HEALTH FUND9+ years Service code 99 · EIN 05-6010637 | Other Fees | $53,045 |
ULLICO5 years Filed as: UNION LABOR LIFE INSURANCE COM Service code 27 · EIN 13-1423090 | Advisory (Plan) | $43,613 |
ADMINISTRATION SERVICES INC.9+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 13 · EIN 05-0345198 | Contract Administrator | $42,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,250 |
CITIZENS BANK6 years Service code 19 · EIN 20-2635739 | Securities Custodian | $35,239 |
CORRENTE LAW OFFICE9+ years Service code 29 · EIN 06-1484539 | Legal | $26,000 |
WARD FISHER & COMPANY9+ years Service code 10 · EIN 05-0234540 | Accounting | $23,800 |
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 | $24,725 | $74,831-67.0% | $96,683-74.4% | $103,482-76.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 11.66% | 16.15%-4.5pp | 35.69%-24.0pp | 33.11%-21.4pp |
| Employer contribution / active EE | $2,418 | $3,888-37.8% | $3,737-35.3% | $3,208-24.6% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $67 | $130-48.7% | $6,730-99.0% | $114-41.6% |