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 |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND3+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $293,874 |
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $51,096 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 16 · EIN 13-1835864 | Consulting | $50,000 |
SARFINO AND RHOADES, LLP3+ years Service code 10 · EIN 52-0961657 | Accounting | $30,150 |
O'DONOGHUE & O'DONOGHUE3+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 53-0120528 | Legal | $15,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,279 | $59,184+15.4% | $92,233-26.0% | $177,276-61.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 20.51% | 15.88%+4.6pp | 176.28%-155.8pp | 21.25%-0.7pp |
| Employer contribution / active EE | $3,472 | $2,985+16.3% | $3,679-5.6% | $2,479+40.1% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $57 | $98-42.4% | $5,194-98.9% | $154-63.2% |