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 FUND5+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $316,288 |
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $118,523 |
THE SEGAL COMPANY2 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $77,344 |
SARFINO AND RHOADES, LLP5+ years Service code 10 · EIN 52-0961657 | Accounting | $44,510 |
O'DONOGHUE & O'DONOGHUE5+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 53-0120528 | Legal | $26,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,569 | $49,105+49.8% | $92,893-20.8% | $89,569-17.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 22.92% | 32.35%-9.4pp | 109.41%-86.5pp | 34.56%-11.6pp |
| Employer contribution / active EE | $3,734 | $3,373+10.7% | $3,653+2.2% | $2,584+44.5% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,236-100.0% | $4,220-100.0% |
| Admin fee / account holder | $65 | $93-29.6% | $5,794-98.9% | $72-9.1% |