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: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $213,120 |
NECA IBEW LOCAL 58410+ years Service code 27 · EIN 73-1407442 | Advisory (Plan) | $184,676 |
RBC WEALTH MANAGEMENT6 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $47,117 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $30,225 |
Service code 10 · EIN 81-2274769 | Accounting | $11,075 |
CONNER & WINTERS3 years Filed as: CONNER & WINTERS LLC Service code 22 · EIN 73-1438856 | Insurance Broker | $0 |
Participant contribution per participant 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 | $26,730 | $241,101-88.9% | $103,333-74.1% | $199,593-86.6% |
| Participation rate | 97.1% | 78.3%+18.8pp | 74.5%+22.5pp | 72.0%+25.1pp |
| Annual return | 11.08% | 17.80%-6.7pp | 24.88%-13.8pp | 34.25%-23.2pp |
| Employer contribution / active EE | $1,432 | $4,244-66.3% | $3,868-63.0% | $3,034-52.8% |
| Participant deferral / active EE | $793 | $3,958-80.0% | $5,057-84.3% | $5,087-84.4% |
| Admin fee / account holder | $195 | $288-32.2% | $8,355-97.7% | $269-27.4% |