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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,406 |
LUTZ & COMPANY, PC4 years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $26,600 |
RELATION INSURANCE SER1 year Service code 10 · EIN 26-1441726 | Accounting | $13,887 |
KUTAK ROCK LLP4 years Service code 29 · EIN 47-0597589 | Legal | $11,408 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $6,490 |
PLUMBERS LOCAL 161 year Filed as: PLUMBERS LOCAL UNION NO. 16 Service code 13 · EIN 47-0822012 | Contract Administrator | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,741 | $95,880+0.9% | $107,525-10.0% | $85,563+13.1% |
| Participation rate | 52.5% | 70.1%-17.6pp | 75.1%-22.5pp | 66.0%-13.4pp |
| Annual return | 3.77% | 68.06%-64.3pp | 181.32%-177.5pp | 31.51%-27.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,745 | $4,201-34.7% | $5,116-46.3% | $4,375-37.3% |
| Admin fee / account holder | $292 | $1,025-71.5% | $8,919-96.7% | $834-65.0% |