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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $270,985 |
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BEN PLAN ADMIN Service code 10 · EIN 13-3432221 | Accounting | $116,250 |
BKD, LLP7+ years Service code 10 · EIN 44-0160260 | Accounting | $30,706 |
Filed as: MID-ATLANTIC CAPITAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant 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 | $20,086 | $108,617-81.5% | $108,410-81.5% | $93,030-78.4% |
| Participation rate | 99.8% | 83.1%+16.7pp | 80.1%+19.7pp | 73.9%+25.9pp |
| Annual return | 15.24% | 21.63%-6.4pp | 905.27%-890.0pp | 158.70%-143.5pp |
| Employer contribution / active EE | $1,136 | $3,249-65.0% | $3,558-68.1% | $2,706-58.0% |
| Participant deferral / active EE | $1,401 | $7,885-82.2% | $6,563-78.7% | $4,562-69.3% |
| Admin fee / account holder | $172 | $94+83.5% | $7,295-97.6% | $152+13.2% |