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.7+ years Filed as: SO CAL PIPE TRADES ADMIN CORP. Service code 13 · EIN 95-4557526 | Contract Administrator | $51,527 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $15,699 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $13,285 |
NEPC, LLC5 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,000 |
Service code 49 · EIN 82-2042737 | Other Services | $6,655 |
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 | $2,622 | $78,275-96.7% | $109,143-97.6% | $86,799-97.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.65% | 19.14%-7.5pp | 25.75%-14.1pp | 97.91%-86.3pp |
| Employer contribution / active EE | $905 | $3,105-70.9% | $3,722-75.7% | $2,405-62.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $31 | $198-84.2% | $6,752-99.5% | $170-81.5% |