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 |
|---|---|---|
NECA MILW. CH.10+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $210,251 |
ELEC. CONST. PEN. PLAN10+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $204,893 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $69,417 |
REILLY, PENNER & BENTON LLP10+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $42,325 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $35,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,414 | $103,641-26.3% | $107,525-28.9% | $102,872-25.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 8.80% | 13.08%-4.3pp | 181.32%-172.5pp | 19.06%-10.3pp |
| Employer contribution / active EE | $2,451 | $5,096-51.9% | $3,754-34.7% | $3,526-30.5% |
| Participant deferral / active EE | $1,262 | $3,789-66.7% | $5,116-75.3% | $5,535-77.2% |
| Admin fee / account holder | $102 | $276-63.0% | $8,919-98.9% | $292-65.0% |