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 9-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 282 WELFARE TRUST FUND9+ years Service code 50 · EIN 11-6244552 | Direct Payment | $2,015,974 |
Service code 28 · EIN 04-2895544 | Investment Management | $415,634 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 06-1050034 | Investment Management | $297,560 |
AMERICAN FUNDS9+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $269,666 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $231,759 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $208,013 |
ULLICO9+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $188,266 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: CHEVY CHASE TRUST COMPANY Service code 20 · EIN 52-2037618 | Investment management fees paid direc... | $178,025 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $135,610 |
ATALANTA SOSNOFF8 years Service code 28 · EIN 20-0461050 | Investment Management | $135,336 |
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 | $222,041 | $81,357+172.9% | $75,972+192.3% | $199,593+11.2% |
| Participation rate | 71.1% | 69.9%+1.2pp | 69.1%+2.1pp | 72.0%-0.8pp |
| Annual return | 5.58% | 16.32%-10.7pp | 359.55%-354.0pp | 34.25%-28.7pp |
| Employer contribution / active EE | $16,615 | $3,341+397.4% | $2,685+518.8% | $3,034+447.6% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $967 | $144+569.4% | $6,467-85.0% | $269+259.8% |