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 |
|---|---|---|
UNION ROOFERS ADMINISTRATIVE FUND10+ years Service code 13 · EIN 95-2159333 | Contract Administrator | $122,390 |
MCMORGAN & COMPANY LLC6 years Service code 27 · EIN 52-2334338 | Advisory (Plan) | $108,176 |
US BANK10+ years Service code 14 · EIN 31-0841368 | Plan Administrator | $32,875 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $15,856 |
BALDWIN & BALDWIN PLLC4 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $13,173 |
MMA SECURITIES LLC3 years Filed as: MARSH MCLENNAN Service code 22 · EIN 36-2668272 | Insurance Broker | $8,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,542 | $182,927-93.7% | $200,582-94.2% | $117,739-90.2% |
| Participation rate | 66.2% | 92.5%-26.3pp | 86.9%-20.7pp | 76.6%-10.4pp |
| Annual return | 4.84% | 15.76%-10.9pp | 42.33%-37.5pp | 17.29%-12.4pp |
| Employer contribution / active EE | $678 | $5,985-88.7% | $6,419-89.4% | $3,746-81.9% |
| Participant deferral / active EE | $0 | $9,711-100.0% | $9,331-100.0% | $6,128-100.0% |
| Admin fee / account holder | $66 | $95-30.2% | $16,305-99.6% | $112-40.7% |