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: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 · EIN 84-1455663 | Indirect Investment Fees | $70,587 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $30,000 |
ILA LOCAL UNION 18141 year Service code 49 · EIN 11-1738438 201 EDWARD CURRY AVENUE · STATEN ISLAND, NY 10314 | Other Services | $15,727 |
ROBERT H. BOGUCKI, P.C.10+ years Service code 29 · EIN 13-3397205 | Legal | $9,115 |
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 | $21,880 | $36,806-40.6% | $69,647-68.6% | $77,643-71.8% |
| Participation rate | 92.1% | 64.4%+27.8pp | 66.5%+25.7pp | 70.6%+21.6pp |
| Annual return | 4.43% | 38.81%-34.4pp | 100.48%-96.1pp | 31.24%-26.8pp |
| Employer contribution / active EE | $2,039 | $1,257+62.2% | $1,712+19.1% | $2,726-25.2% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $2,886-100.0% | $4,647-100.0% |
| Admin fee / account holder | $246 | $507-51.5% | $4,713-94.8% | $430-42.8% |