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 |
|---|---|---|
USA LOCAL 829 UNION1+ years Filed as: FC USA, INC Service code 99 · EIN 13-2635933 69 SPRING STREET · RAMSEY, NJ 07446 | Other Fees | $20,000 |
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 | $46,009 | $38,312+20.1% | $100,671-54.3% | $59,188-22.3% |
| Participation rate | 73.0% | 57.4%+15.7pp | 70.7%+2.3pp | 69.4%+3.6pp |
| Annual return | 1.42% | 2.64%-1.2pp | 20.43%-19.0pp | 5.51%-4.1pp |
| Employer contribution / active EE | $653 | $1,183-44.8% | $4,012-83.7% | $2,098-68.9% |
| Participant deferral / active EE | $3,046 | $1,847+64.9% | $3,144-3.1% | $3,265-6.7% |
| Admin fee / account holder | $4 | $68-94.6% | $4,850-99.9% | $92-96.0% |