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 |
|---|---|---|
AMALGAMATED3+ years Service code 28 | Investment Management | $25,598 |
EDWARDS AND LEATHERS, P.C.3+ years Service code 10 · EIN 20-8379519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $16,230 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $14,087 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO. INC Service code 27 | Advisory (Plan) | $9,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,289 | $89,739-95.2% | $149,718-97.1% | $62,292-93.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.79% | 21.01%-7.2pp | 1501.63%-1487.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,001 | $3,233-69.0% | $5,445-81.6% | $2,042-51.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $80 | $551-85.6% | $11,283-99.3% | $479-83.4% |