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 |
|---|---|---|
UNITED TEAMSTER FUND10+ years Service code 13 · EIN 13-5549593 | Contract Administrator | $49,000 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,385 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $20,460 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $14,750 |
PACIFIC INCOME ADVISORS6 years Service code 28 · EIN 22-3283186 | Investment Management | $11,100 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,418 | $48,698-90.9% | $93,606-95.3% | $199,593-97.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 6.15% | 15.34%-9.2pp | 133.20%-127.0pp | 34.25%-28.1pp |
| Employer contribution / active EE | $1,519 | $1,135+33.9% | $2,420-37.2% | $3,034-49.9% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $82 | $195-58.2% | $8,285-99.0% | $269-69.6% |