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 |
|---|---|---|
NWPS5 years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $143,100 |
BARATZ & ASSOCIATES, P.A.2 years Service code 10 4B EVES DRIVE · MARLTON, NJ 08053 | Accounting | $32,005 |
COHEN & STEERS10+ years Filed as: COHEN, LEDER, MONTALBANO & CONNAUGH Service code 29 RIVER DRIVE CENTER II · ELMWOOD, NJ 07407 | Legal | $30,268 |
IBEW-NECA SERVICE CENTER10+ years Filed as: IBEW LOCAL UNION 94 Service code 50 299 WARD ST., FL 2 · EAST WINDSOR, NJ 08520 | Direct Payment | $8,163 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,427 | $188,991-95.5% | $103,464-91.9% | $199,768-95.8% |
| Participation rate | 99.8% | 93.2%+6.7pp | 80.5%+19.3pp | 72.0%+27.8pp |
| Annual return | 12.19% | 15.75%-3.6pp | 23.91%-11.7pp | 34.26%-22.1pp |
| Employer contribution / active EE | $1,409 | $6,583-78.6% | $4,677-69.9% | $3,037-53.6% |
| Participant deferral / active EE | $303 | $10,334-97.1% | $6,624-95.4% | $5,090-94.0% |
| Admin fee / account holder | $75 | $114-34.4% | $9,410-99.2% | $269-72.1% |