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: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $62,517 |
Service code 27 · EIN 46-5581996 | Advisory (Plan) | $53,835 |
TRONCONI SEGARRA & ASSOCIATES7+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $16,100 |
PDC NO. 4 HEALTH & WELFARE TRUST7+ years Service code 14 · EIN 16-6070541 | Plan Administrator | $12,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,588 | $78,275-36.6% | $109,143-54.6% | $86,799-42.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 16.85% | 19.14%-2.3pp | 25.75%-8.9pp | 97.91%-81.1pp |
| Employer contribution / active EE | $2,396 | $3,105-22.8% | $3,722-35.6% | $2,405-0.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $282 | $198+42.2% | $6,752-95.8% | $170+66.4% |