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 |
|---|---|---|
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $17,500 |
IBEW LOCAL 56 HEALTH AND WELFARE6+ years Service code 15 · EIN 25-1158956 PO BOX 3326 · ERIE, PA 16508 | Recordkeeping | $17,457 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Investment Management | $12,839 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,535 | $77,660+93.8% | $109,143+37.9% | $79,386+89.6% |
| Participation rate | 94.3% | 67.8%+26.5pp | 75.9%+18.5pp | 70.7%+23.6pp |
| Annual return | 34.68% | 23.44%+11.2pp | 25.75%+8.9pp | 116.85%-82.2pp |
| Employer contribution / active EE | $6,773 | $2,797+142.1% | $3,722+82.0% | $2,427+179.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $230 | $732-68.6% | $6,752-96.6% | $626-63.3% |