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 |
|---|---|---|
U.A. LOCAL 13 EMPLOYERS GRP INS FUD11+ years Service code 49 · EIN 16-0766976 | Other Services | $153,653 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $73,718 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $38,300 |
ASHER KELLY6 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY, ST 1100 · SOUTHFIELD, MI 48075 | Legal | $25,977 |
U.A. LOCAL 13 BUILDING, INC.11+ years Service code 49 · EIN 23-7358299 | Other Services | $20,000 |
BONADIO & CO., LLP11+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $19,685 |
Filed as: ADVISED ASSETS GROUP, LL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,268 | $103,641+61.4% | $107,525+55.6% | $102,872+62.6% |
| Participation rate | 86.9% | 79.4%+7.5pp | 75.1%+11.8pp | 73.0%+13.9pp |
| Annual return | 15.76% | 13.08%+2.7pp | 181.32%-165.6pp | 19.06%-3.3pp |
| Employer contribution / active EE | $6,890 | $5,096+35.2% | $3,754+83.6% | $3,526+95.4% |
| Participant deferral / active EE | $2,374 | $3,789-37.3% | $5,116-53.6% | $5,535-57.1% |
| Admin fee / account holder | $201 | $276-27.2% | $8,919-97.7% | $292-31.2% |