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: SCARBOROUGH ALLIANCE GROUP Service code 26 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Participants) | $65,444 |
IBEW-NECA SERVICE CENTER10+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $48,588 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 | Recordkeeping | $40,006 |
Service code 10 · EIN 43-0831507 | Accounting | $26,200 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $22,000 |
COMMERCE BANK10+ years Service code 28 · EIN 48-0962626 | Investment Management | $8,530 |
SCHUCHAT, COOK & WERNER1 year Service code 29 555 WASHINGTON AVE STE 520 · ST. LOUIS, MO 63101 | Legal | $6,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,959 | $241,101-49.4% | $103,333+18.0% | $199,593-38.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.84% | 17.80%-3.0pp | 24.88%-10.0pp | 34.25%-19.4pp |
| Employer contribution / active EE | $0 | $4,244-100.0% | $3,868-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,317 | $3,958+34.3% | $5,057+5.1% | $5,087+4.5% |
| Admin fee / account holder | $124 | $288-56.8% | $8,355-98.5% | $269-53.8% |