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.5+ years Filed as: SO CAL PIPE TRADES ADMIN CORP. Service code 13 · EIN 95-4557526 | Contract Administrator | $32,870 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $14,763 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,000 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $9,922 |
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 | $2,114 | $66,601-96.8% | $92,893-97.7% | $67,579-96.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 12.52% | 92.58%-80.1pp | 109.41%-96.9pp | 378.56%-366.0pp |
| Employer contribution / active EE | $625 | $2,775-77.5% | $3,653-82.9% | $2,148-70.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $28 | $199-85.7% | $5,794-99.5% | $142-80.1% |