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 |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING2+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 27 · EIN 20-3431077 | Advisory (Plan) | $25,501 |
PLUMBERS & PIPEFITTERS OF SOUT1 year Filed as: PLUMBERS AND PIPEFITTERS OF Service code 13 · EIN 92-0079204 | Contract Administrator | $23,026 |
Service code 10 · EIN 20-8149084 | Accounting | $18,344 |
PLUMBERS & PIPEFITTERS OF SOUT1 year Filed as: PLUMBERS AND PIPEFITTERS OF SE ALAS Service code 13 · EIN 92-0079204 | Contract Administrator | $17,184 |
Service code 50 · EIN 20-3431077 | Direct Payment | $12,400 |
PLUMBERS & PIPEFITTERS OF SOUT1 year Filed as: PLUMBERS AND PIPEFITTERS Service code 13 · EIN 92-0079204 | Contract Administrator | $11,616 |
Filed as: PACIFIC PORTFOLIO CONSULTING, Service code 50 · EIN 20-3431077 | Direct Payment | $6,200 |
LAW OFFICE OF MARY STOLL1 year Filed as: STOLL LAW GROUP Service code 29 · EIN 91-0730364 | Legal | $5,762 |
PLUMBERS & PIPEFITTERS OF SOUT1 year Filed as: PLUMBERS AND PIPEFITTERS OF SE AK Service code 13 · EIN 92-0079204 | Contract Administrator | $5,760 |
PLUMBERS & PIPEFITTERS OF SOUT1 year Filed as: PLUMBERS AND PIPEFITTERS OF SO. AK Service code 13 · EIN 92-0079204 | Contract Administrator | $5,664 |
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 | $169,218 | $58,726+188.1% | $92,233+83.5% | $62,292+171.7% |
| Participation rate | 85.9% | 68.3%+17.6pp | 76.5%+9.4pp | 69.5%+16.4pp |
| Annual return | 11.96% | 43.62%-31.7pp | 176.28%-164.3pp | 28.90%-16.9pp |
| Employer contribution / active EE | $6,671 | $2,392+178.9% | $3,679+81.3% | $2,042+226.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $782 | $556+40.5% | $5,194-84.9% | $479+63.1% |