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 |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $90,248 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $86,993 |
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,248 |
SUGARMAN & SUSSKIND PA11+ years Filed as: SUGARMAN & SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $51,544 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $21,142 |
IBEW-NECA SERVICE CENTER11+ years Filed as: IBEW LOCAL 728 UNION Service code 49 · EIN 59-0304061 | Other Services | $16,878 |
PROFUND SOLUTIONS11+ years Service code 16 9404 WEST 145TH TERRACE · OVERLAND PARK, KS 66221 | Consulting | $8,100 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,443 | $103,641-34.0% | $107,525-36.3% | $102,872-33.5% |
| Participation rate | 81.4% | 79.4%+2.0pp | 75.1%+6.3pp | 73.0%+8.4pp |
| Annual return | 11.88% | 13.08%-1.2pp | 181.32%-169.4pp | 19.06%-7.2pp |
| Employer contribution / active EE | $2,735 | $5,096-46.3% | $3,754-27.1% | $3,526-22.4% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $256 | $276-7.2% | $8,919-97.1% | $292-12.3% |