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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $226,042 |
PLUMBERS LOCAL UNION 43010+ years Service code 13 · EIN 73-1530462 | Contract Administrator | $117,010 |
RBC WEALTH MANAGEMENT6 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $97,516 |
Service code 29 · EIN 72-0999672 | Legal | $17,730 |
ROYLE VAZQUEZ LLP1 year Service code 10 · EIN 92-1092242 | Accounting | $15,780 |
Filed as: COLLINS QUALITY PRINT SHOP Service code 36 3236 E 15TH STREET · TULSA, OK 74104 | Copying and duplicating; Direct payme... | $15,213 |
Participant 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 | $24,966 | $241,101-89.6% | $103,333-75.8% | $199,593-87.5% |
| Participation rate | 98.1% | 78.3%+19.9pp | 74.5%+23.6pp | 72.0%+26.2pp |
| Annual return | 10.51% | 17.80%-7.3pp | 24.88%-14.4pp | 34.25%-23.7pp |
| Employer contribution / active EE | $2,812 | $4,244-33.8% | $3,868-27.3% | $3,034-7.3% |
| Participant deferral / active EE | $304 | $3,958-92.3% | $5,057-94.0% | $5,087-94.0% |
| Admin fee / account holder | $147 | $288-48.9% | $8,355-98.2% | $269-45.4% |