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 202 SHEET METAL WORKERS1+ years Service code 15 · EIN 43-1943294 | Recordkeeping | $32,121 |
MERCER1+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $22,000 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1242589 | Actuarial | $21,535 |
SCHUCHAT, COOK & WERNER1+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 | Legal | $20,257 |
US BANK1+ years Service code 19 · EIN 41-6271370 | Securities Custodian | $16,515 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 1.02% | 4.69%-3.7pp | 5.44%-4.4pp | 4.56%-3.5pp |
| Employer contribution / active EE | $2,537 | $15,631-83.8% | $25,481-90.0% | $15,526-83.7% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |