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 |
|---|---|---|
CT PIPE TRADES BENEFIT FUNDS ADMIN10+ years Service code 13 · EIN 06-1542648 | Contract Administrator | $180,652 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $144,834 |
HOLM & O'HARA10+ years Service code 29 · EIN 13-3591118 | Legal | $37,939 |
THE SEGAL COMPANY7 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,000 |
BEERS, HAMERMAN, COHEN & BURGER, PC10+ years Filed as: BEERS, HAMERMAN, COHEN & BURGER. Service code 10 · EIN 47-2517893 | Accounting | $16,000 |
BAIRD FUNDS10+ years Filed as: ROBERT CHEVERIE & ASSOCS Service code 29 · EIN 06-1335139 | Legal | $12,000 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $10,208 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 17 | Pension Consulting | $5,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,682 | $103,641+7.8% | $107,525+3.9% | $102,872+8.6% |
| Participation rate | 26.0% | 79.4%-53.4pp | 75.1%-49.1pp | 73.0%-47.0pp |
| Annual return | 11.51% | 13.08%-1.6pp | 181.32%-169.8pp | 19.06%-7.5pp |
| Employer contribution / active EE | $5,420 | $5,096+6.4% | $3,754+44.4% | $3,526+53.7% |
| Participant deferral / active EE | $17 | $3,789-99.5% | $5,116-99.7% | $5,535-99.7% |
| Admin fee / account holder | $199 | $276-27.9% | $8,919-97.8% | $292-31.9% |