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 |
|---|---|---|
WELFARE & PENSION ADMIN SERVICE INC10+ years Filed as: WELFARE & PENSION ADMIN SERVICES Service code 14 · EIN 91-1363171 | Plan Administrator | $215,944 |
COUGHRAN & MORALES, P.S.1 year Service code 29 · EIN 91-0889948 | Legal | $29,089 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $17,646 |
AGC-IUOE LOCAL 701 TRAINING TRUST10+ years Service code 10 · EIN 93-0634959 | Accounting | $14,647 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $12,768 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPAS, LLP Service code 10 · EIN 88-4342576 | Accounting | $10,722 |
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 | $31,936 | $241,101-86.8% | $103,333-69.1% | $199,593-84.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.78% | 17.80%-5.0pp | 24.88%-12.1pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1,475 | $4,244-65.3% | $3,868-61.9% | $3,034-51.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $68 | $288-76.5% | $8,355-99.2% | $269-74.9% |