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 |
|---|---|---|
TEAMSTERS LOCAL 25 HEALTH SERV INS10+ years Service code 49 · EIN 04-6374631 | Other Services | $30,576 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 50 · EIN 47-1411118 | Direct Payment | $30,000 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $28,755 |
MANZI & ASSOCIATES, LLC3 years Filed as: MANZI & ASSOCITATES, LLC Service code 10 1855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $16,975 |
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 | $62,585 | $94,876-34.0% | $82,389-24.0% | $102,872-39.2% |
| Participation rate | 96.7% | 70.6%+26.1pp | 69.5%+27.1pp | 73.0%+23.6pp |
| Annual return | 13.47% | 17.83%-4.4pp | 28.67%-15.2pp | 19.06%-5.6pp |
| Employer contribution / active EE | $4,935 | $3,789+30.2% | $2,517+96.1% | $3,526+39.9% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $128 | $214-40.2% | $7,231-98.2% | $292-56.2% |