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 CENTER10+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $205,195 |
Filed as: SCARBOROUGH CAPITAL MANAGEMENT Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $95,583 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services | $70,703 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $62,441 |
Service code 10 · EIN 43-0831507 | Accounting | $44,957 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $33,750 |
SCHUCHAT, COOK & WERNER10+ years Service code 29 · EIN 43-9763010 | Legal | $5,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,195 | $103,641+103.8% | $107,525+96.4% | $102,872+105.3% |
| Participation rate | 98.5% | 79.4%+19.1pp | 75.1%+23.4pp | 73.0%+25.4pp |
| Annual return | 16.78% | 13.08%+3.7pp | 181.32%-164.5pp | 19.06%-2.3pp |
| Employer contribution / active EE | $8,748 | $5,096+71.7% | $3,754+133.1% | $3,526+148.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $141 | $276-49.0% | $8,919-98.4% | $292-51.8% |