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 |
|---|---|---|
IBEW LOCAL 300 BUSINESS OFFICE2+ years Service code 10 · EIN 56-2361416 3 GREGORY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $37,937 |
KRAKOW & SOURIS2+ years Filed as: KRAKOW & SOURIS, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $6,750 |
MCSOLEY MCCOY & CO2+ years Filed as: MCSOLEY MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 118 TILLEY DRIVE · SO. BURLINGTON, VT 05403 | Accounting | $6,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,419 | $58,726+52.3% | $92,233-3.1% | $62,292+43.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.28% | 43.62%-30.3pp | 176.28%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $6,223 | $2,392+160.2% | $3,679+69.1% | $2,042+204.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $226 | $556-59.4% | $5,194-95.7% | $479-52.9% |