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 |
|---|---|---|
CLEARVIEW GROUP3+ years Service code 27 200 GLENNRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $52,175 |
PLUMBERS LOCAL UNION NO. 6903+ years Filed as: PLUMBERS AND STEAMFITTERS LOCAL 52 Service code 35 P.O. BOX 211105 · MONTGOMERY, AL 361211105 | Employee (plan sponsor) | $24,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,233-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 13.17% | 19.71%-6.5pp | 176.28%-163.1pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $15,304 | $2,633+481.2% | $3,679+316.0% | $2,032+653.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |