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 |
|---|---|---|
UTILITY WORKERS UNION OF AMERICA2+ years Service code 14 · EIN 06-1822042 | Plan Administrator | $78,278 |
Service code 49 · EIN 26-4310632 | Other Services | $46,173 |
LEGGHIO & ISRAEL, P.C.2+ years Filed as: LEGGHIO AND ISREAL Service code 29 · EIN 38-1971448 | Legal | $23,362 |
TIC INTERNATIONAL CORPORATION2+ years Service code 15 · EIN 13-2600875 | Recordkeeping | $9,600 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $5,100 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,214 | $57,921-11.6% | $84,750-39.6% | $57,658-11.2% |
| Participation rate | 98.0% | 72.9%+25.1pp | 76.6%+21.4pp | 70.2%+27.8pp |
| Annual return | 9.06% | 10.24%-1.2pp | 22.78%-13.7pp | 5.13%+3.9pp |
| Employer contribution / active EE | $2,259 | $2,598-13.0% | $3,574-36.8% | $1,974+14.5% |
| Participant deferral / active EE | $6,657 | $2,742+142.8% | $3,712+79.4% | $3,061+117.5% |
| Admin fee / account holder | $240 | $130+85.0% | $5,332-95.5% | $95+153.8% |