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 |
|---|---|---|
SEIU LOCAL 2000 H & W FUND3+ years Service code 15 · EIN 43-1598128 | Recordkeeping | $83,875 |
MARIA HERRERRA2 years Service code 30 · EIN 36-2435849 | Employee (plan); Direct payment from ... | $41,213 |
AMALGA TRUST3+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $38,006 |
ANDERS MINKLER HUBER & HELM LLP3+ years Service code 10 · EIN 43-0831507 | Accounting | $17,535 |
HAMMOND AND SHINNERS, P.C.3+ years Filed as: HAMMOND AND SHINERS PC Service code 29 · EIN 43-1164305 | Legal | $12,899 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 | Actuarial | $8,625 |
CHILTON CAPITAL MANAGEMENT LLC2 years Service code 19 · EIN 76-0488937 | Securities Custodian | $5,648 |
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 | $4,252 | $53,925-92.1% | $75,670-94.4% | $69,631-93.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 11.00% | 17.84%-6.8pp | 27.34%-16.3pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $564 | $1,802-68.7% | $2,352-76.0% | $2,032-72.2% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $123 | $97+26.9% | $5,800-97.9% | $110+11.6% |