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 |
|---|---|---|
EATON VANCE9+ years Service code 28 · EIN 04-3101341 | Investment Management | $421,756 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $387,654 |
IUOE LOCAL 138 APPRENTICE FUND9+ years Service code 49 · EIN 11-2000172 | Other Services | $359,403 |
IUOE LOCAL 138 WELFARE FUND9+ years Service code 49 · EIN 11-1628170 | Other Services | $341,279 |
IUOE LOCAL 138, 138A, 138B, 138C9+ years Service code 49 · EIN 11-0908470 | Other Services | $300,593 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $235,868 |
TOCQUEVILLE ASSET MANAGEMENT9+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $216,999 |
BLACKROCK9+ years Service code 28 · EIN 20-5319476 | Investment Management | $111,066 |
Filed as: JOHN HANCOCK Service code 19 · EIN 01-0233346 | Securities Custodian | $99,190 |
DAHAB ASSOCIATES9+ years Service code 28 · EIN 11-2783874 | Investment Management | $93,185 |
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 | $129,791 | $122,693+5.8% | $184,203-29.5% | $199,593-35.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 8.23% | 143.91%-135.7pp | 28.81%-20.6pp | 34.25%-26.0pp |
| Employer contribution / active EE | $19,398 | $4,584+323.1% | $6,427+201.8% | $3,034+539.3% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $1,065 | $121+783.5% | $13,901-92.3% | $269+296.2% |