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-NECA SERVICE CENTER2+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $128,820 |
PURK & ASSOCIATES, P.C.2+ years Filed as: PURK & ASSOCIATES Service code 10 · EIN 26-4532849 1034 S. BRENTWOOD BLVD STE 2000 · ST. LOUIS, MO 63137 | Accounting | $23,599 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $22,500 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 P.O. BOX 1198 · CINCINNATI, OH 45201 | Securities Custodian | $11,165 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,281 | $57,921+285.5% | $84,750+163.5% | $57,658+287.2% |
| Participation rate | 84.6% | 72.9%+11.7pp | 76.6%+8.0pp | 70.2%+14.4pp |
| Annual return | 8.04% | 10.24%-2.2pp | 22.78%-14.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $10,908 | $2,598+319.8% | $3,574+205.2% | $1,974+452.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $376 | $130+189.6% | $5,332-93.0% | $95+297.3% |