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.8+ years Filed as: SO CAL PIPE TRADES ADMIN CORP. Service code 13 · EIN 95-4557526 | Contract Administrator | $38,370 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $17,182 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $15,924 |
NEPC, LLC6 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,000 |
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 | $2,451 | $106,236-97.7% | $112,228-97.8% | $64,808-96.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.02% | -6.02%-6.0pp | 27.45%-39.5pp | 32.82%-44.8pp |
| Employer contribution / active EE | $855 | $3,166-73.0% | $3,635-76.5% | $2,506-65.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $27 | $452-93.9% | $6,410-99.6% | $188-85.4% |