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 6-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,556 |
IBEW-NECA SERVICE CENTER3 years Filed as: IBEW LOCAL UNION 226 Service code 13 · EIN 48-6171386 | Contract Administrator | $29,678 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,355 | $52,208-74.4% | $86,612-84.6% | $74,419-82.1% |
| Participation rate | 91.9% | 66.3%+25.5pp | 71.7%+20.2pp | 70.7%+21.1pp |
| Annual return | 19.66% | 44.46%-24.8pp | 591.07%-571.4pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,950 | $2,282+29.2% | $3,022-2.4% | $2,637+11.8% |
| Participant deferral / active EE | $506 | $3,383-85.0% | $4,438-88.6% | $4,528-88.8% |
| Admin fee / account holder | $137 | $319-57.1% | $5,614-97.6% | $348-60.7% |