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 |
|---|---|---|
LOCAL 1102 RWDSU5+ years Service code 49 · EIN 13-1215130 | Other Services | $132,357 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,765 |
LOCAL 1102 RWDSU5+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $85,832 |
ROTHMAN, ROCCO, LARUFFA, LLP2 years Service code 29 · EIN 47-5401457 | Legal | $24,494 |
BERDON LLP5+ years Service code 10 · EIN 13-0485070 | Accounting | $17,369 |
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.
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 | $9,506 | $26,479-64.1% | $74,701-87.3% | $77,787-87.8% |
| Participation rate | 57.1% | 37.6%+19.5pp | 54.5%+2.6pp | 73.2%-16.1pp |
| Annual return | 14.87% | 38.31%-23.4pp | 752.92%-738.1pp | 32.57%-17.7pp |
| Employer contribution / active EE | $687 | $440+56.3% | $1,084-36.6% | $2,504-72.6% |
| Participant deferral / active EE | $303 | $1,074-71.8% | $1,964-84.5% | $3,967-92.4% |
| Admin fee / account holder | $256 | $119+114.9% | $3,333-92.3% | $100+155.7% |