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 |
|---|---|---|
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $32,709 |
Filed as: IRONWORKERS EMPLOYEE BENEFIT CORP Service code 13 · EIN 95-3084599 | Contract Administrator | $30,000 |
Service code 18 · EIN 13-3689044 | Custodial (other than securities); Di... | $23,353 |
BERNARD KOTKIN & COMPANY LLP1+ years Filed as: BERNARD KOTKIN & COMPANY, LLP Service code 10 · EIN 95-2556670 | Accounting | $9,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $7,773 | $80,211-90.3% | $74,183-89.5% | $63,975-87.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -1.29% | 14.13%-15.4pp | 17.74%-19.0pp | 48.65%-49.9pp |
| Employer contribution / active EE | $319 | $2,553-87.5% | $2,370-86.5% | $2,182-85.4% |
| Participant deferral / active EE | $72 | $4,370-98.3% | $3,550-98.0% | $3,356-97.8% |
| Admin fee / account holder | $41 | $67-38.4% | $5,586-99.3% | $70-41.2% |