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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $267,763 |
EATON VANCE1+ years Service code 28 · EIN 04-3101341 | Investment Management | $158,795 |
NYS AFL-CIO1+ years Service code 28 · EIN 14-0923720 | Investment Management | $138,949 |
IUOE LOCAL 138 APPRENTICE FUND1+ years Service code 49 · EIN 11-2000172 | Other Services | $131,050 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE Service code 28 40 WEST 57TH ST. · NEW YORK, NY 10019 | Investment Management | $120,322 |
IUOE LOCAL 138, 138A, 138B, 138C1+ years Service code 49 · EIN 11-0908470 | Other Services | $112,118 |
AMALGAMATED BANK1+ years Service code 49 · EIN 13-4920330 | Other Services | $94,269 |
BLACKROCK1+ years Service code 28 · EIN 20-5319476 | Investment Management | $88,371 |
Service code 29 · EIN 26-0873462 | Legal | $83,366 |
IUOE LOCAL 138 WELFARE FUND1+ years Service code 49 · EIN 11-1628170 | Other Services | $74,727 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $111,891 | $80,354+39.2% | $133,980-16.5% | $63,975+74.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 1.81% | 13.11%-11.3pp | 29.30%-27.5pp | 48.65%-46.8pp |
| Employer contribution / active EE | $7,485 | $3,503+113.7% | $5,211+43.6% | $2,182+243.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $842 | $69+1115.5% | $9,324-91.0% | $70+1096.1% |