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 WELFARE7+ years Service code 15 · EIN 25-1158956 PO BOX 3326 · ERIE, PA 16508 | Recordkeeping | $21,114 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $17,835 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Investment Management | $17,444 |
MEYER, UNKOVIC & SCOTT7+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $6,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,806 | $106,236+24.1% | $112,228+17.4% | $64,808+103.4% |
| Participation rate | 98.8% | 71.7%+27.2pp | 75.1%+23.8pp | 71.5%+27.4pp |
| Annual return | -4.24% | -6.02%+1.8pp | 27.45%-31.7pp | 32.82%-37.1pp |
| Employer contribution / active EE | $6,572 | $3,166+107.6% | $3,635+80.8% | $2,506+162.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $251 | $452-44.3% | $6,410-96.1% | $188+33.8% |