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: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 27 · EIN 16-1616474 | Advisory (Plan) | $305,201 |
LOCAL 1102 RWDSU5+ years Filed as: LOCAL 830 PENSION FUND Service code 15 · EIN 23-1990755 | Recordkeeping | $295,125 |
Service code 29 · EIN 23-2657967 | Legal | $25,538 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $17,500 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $15,000 |
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 | $19,179 | $67,598-71.6% | $75,886-74.7% | $77,787-75.3% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 16.26% | 23.18%-6.9pp | 30.76%-14.5pp | 32.57%-16.3pp |
| Employer contribution / active EE | $1,969 | $2,430-19.0% | $2,500-21.3% | $2,504-21.4% |
| Participant deferral / active EE | $1,537 | $3,502-56.1% | $3,603-57.3% | $3,967-61.3% |
| Admin fee / account holder | $91 | $96-5.9% | $5,418-98.3% | $100-9.4% |