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 |
|---|---|---|
LOCAL 1102 RWDSU10+ years Filed as: LOCAL 830 PENSION FUND Service code 15 · EIN 23-1990755 | Recordkeeping | $373,819 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 27 · EIN 16-1616474 | Advisory (Plan) | $275,647 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $53,750 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $23,968 |
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 | $26,030 | $81,357-68.0% | $75,972-65.7% | $199,593-87.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 8.17% | 16.32%-8.1pp | 359.55%-351.4pp | 34.25%-26.1pp |
| Employer contribution / active EE | $1,932 | $3,341-42.2% | $2,685-28.0% | $3,034-36.3% |
| Participant deferral / active EE | $1,504 | $4,710-68.1% | $4,255-64.7% | $5,087-70.4% |
| Admin fee / account holder | $190 | $144+31.3% | $6,467-97.1% | $269-29.4% |