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 | $86,389 |
IBEW-NECA SERVICE CENTER4 years Filed as: IBEW LOCAL UNION 226 Service code 13 · EIN 48-6171386 | Contract Administrator | $36,363 |
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 | $15,416 | $65,908-76.6% | $81,812-81.2% | $77,643-80.1% |
| Participation rate | 89.6% | 65.8%+23.8pp | 72.3%+17.2pp | 70.6%+19.0pp |
| Annual return | 13.16% | 26.64%-13.5pp | 773.79%-760.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,736 | $2,370+15.4% | $2,912-6.1% | $2,726+0.4% |
| Participant deferral / active EE | $612 | $3,505-82.5% | $4,319-85.8% | $4,647-86.8% |
| Admin fee / account holder | $158 | $526-70.0% | $7,386-97.9% | $430-63.3% |