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 56 HEALTH AND WELFARE4+ years Service code 15 · EIN 25-1158956 PO BOX 3326 · ERIE, PA 16508 | Recordkeeping | $18,005 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $17,500 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Investment Management | $15,574 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,577 | $63,114+73.6% | $92,893+18.0% | $65,185+68.1% |
| Participation rate | 95.7% | 68.8%+26.9pp | 76.0%+19.6pp | 70.2%+25.5pp |
| Annual return | 0.74% | 28.75%-28.0pp | 109.41%-108.7pp | 29.38%-28.6pp |
| Employer contribution / active EE | $6,371 | $2,571+147.8% | $3,653+74.4% | $2,177+192.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $271 | $624-56.6% | $5,794-95.3% | $847-68.1% |