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: CUTLER INVESTMENT COUNSEL LLC DBA C Service code 27 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Advisory (Plan) | $113,403 |
PLUMBERS LOCAL UNION NO. 6902 years Filed as: THE PLUMBERS AND PIPEFITTERS OF SOU Service code 99 1751 ANKA ST · JUNEAU, AK 99801 | Other Fees | $52,618 |
Filed as: ANASTASI, MOORE, MARTIN PLLC Service code 10 · EIN 20-8149084 | Accounting | $20,331 |
LAW OFFICE OF MARY STOLL8 years Service code 29 · EIN 91-0730364 | Legal | $7,514 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,668 | $86,944+175.7% | $107,525+122.9% | $74,304+222.6% |
| Participation rate | 77.6% | 59.6%+18.0pp | 75.1%+2.5pp | 60.3%+17.2pp |
| Annual return | 8.69% | 23.52%-14.8pp | 181.32%-172.6pp | 29.43%-20.7pp |
| Employer contribution / active EE | $5,824 | $2,757+111.3% | $3,754+55.2% | $2,241+159.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,469 | $3,727-60.6% | $8,919-83.5% | $2,969-50.5% |