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 RWDSU9+ years Service code 49 · EIN 13-1215130 | Other Services | $158,976 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,074 |
LOCAL 1102 RWDSU9+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $88,771 |
ROTHMAN, ROCCO, LARUFFA, LLP6 years Service code 29 · EIN 47-5401457 | Legal | $26,238 |
BERDON LLP9+ years Service code 10 · EIN 13-0485070 | Accounting | $17,514 |
Service code 36 · EIN 46-0995403 | Copying and duplicating; Direct payme... | $5,584 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,730 | $30,147-64.4% | $58,482-81.7% | $80,160-86.6% |
| Participation rate | 79.0% | 34.4%+44.6pp | 50.9%+28.2pp | 72.9%+6.1pp |
| Annual return | 10.96% | 21.97%-11.0pp | 4239.32%-4228.4pp | 40.38%-29.4pp |
| Employer contribution / active EE | $987 | $528+87.1% | $1,053-6.3% | $2,978-66.8% |
| Participant deferral / active EE | $468 | $1,249-62.5% | $1,924-75.7% | $5,017-90.7% |
| Admin fee / account holder | $256 | $195+31.6% | $2,516-89.8% | $145+76.7% |