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.9+ years Filed as: SO CAL PIPE TRADES ADMIN CORP. Service code 13 · EIN 95-4557526 | Contract Administrator | $45,388 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $24,106 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $16,030 |
NEPC, LLC7 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,000 |
RAEL & LETSON1 year Service code 17 · EIN 94-1701048 | Pension Consulting | $5,441 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,556 | $92,971-97.3% | $96,683-97.4% | $74,419-96.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 6.39% | 37.49%-31.1pp | 35.69%-29.3pp | 34.38%-28.0pp |
| Employer contribution / active EE | $718 | $3,426-79.0% | $3,737-80.8% | $2,637-72.8% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $34 | $633-94.7% | $6,730-99.5% | $348-90.3% |