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 |
|---|---|---|
Service code 50 · EIN 16-1350306 | Direct Payment | $49,088 |
MENGEL, METZGER, BARR & CO. LLP8+ years Service code 10 · EIN 16-1092347 | Accounting | $19,110 |
SHEET METAL WORKERS LOCAL 1128+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $14,863 |
SMW LOCAL 112 WELFARE FUND8+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $12,758 |
JUDITH J GUSH6 years Service code 10 · EIN 47-2595681 | Accounting | $7,100 |
AMERICAN CENTURY6 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY 43-1819235 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Filed as: AMERICAN FUNDS 95-1411037 Service code 52 | Indirect Investment Fees | $0 |
INVESCO6 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
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 | $66,520 | $100,227-33.6% | $169,993-60.9% | $74,419-10.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 5.14% | 66.08%-60.9pp | 53.37%-48.2pp | 34.38%-29.2pp |
| Employer contribution / active EE | $4,065 | $4,263-4.7% | $6,785-40.1% | $2,637+54.1% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $197 | $234-16.0% | $12,815-98.5% | $348-43.4% |