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 |
|---|---|---|
S.C. PIPE TRADES ADMIN. CORP.4+ years Filed as: SO CAL PIPE TRADES ADMIN CORP. Service code 13 · EIN 95-4557526 | Contract Administrator | $36,330 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $14,100 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,000 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $5,558 |
Employer contribution per participant 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 | $1,808 | $60,396-97.0% | $83,848-97.8% | $75,289-97.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.12% | 3.84%-8.0pp | 850.88%-855.0pp | -0.04%-4.1pp |
| Employer contribution / active EE | $432 | $3,343-87.1% | $3,631-88.1% | $2,405-82.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $26 | $141-81.3% | $5,478-99.5% | $102-74.2% |