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 OFFICE3+ years Service code 10 · EIN 56-2361416 3 GREGORY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $38,363 |
KRAKOW & SOURIS3+ years Filed as: KRAKOW & SOURIS, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,000 |
MCSOLEY MCCOY & CO3+ years Filed as: MCSOLEY MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 118 TILLEY DRIVE · SO. BURLINGTON, VT 05403 | Accounting | $6,350 |
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 | $97,615 | $55,449+76.0% | $83,848+16.4% | $56,287+73.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 11.35% | -1.38%+12.7pp | 850.88%-839.5pp | -9.96%+21.3pp |
| Employer contribution / active EE | $6,318 | $2,430+160.0% | $3,631+74.0% | $2,111+199.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $249 | $656-62.1% | $5,478-95.5% | $521-52.2% |