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 |
|---|---|---|
NECA IBEW LOCAL 5849+ years Service code 27 · EIN 73-1407442 | Advisory (Plan) | $169,048 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $95,653 |
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $39,295 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $29,646 |
Service code 10 · EIN 81-2274769 | Accounting | $10,750 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS LLC Service code 22 · EIN 73-1438856 | Insurance Broker | $3,787 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,467 | $88,480-72.3% | $96,683-74.7% | $80,160-69.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.12% | 22.53%-8.4pp | 35.69%-21.6pp | 40.38%-26.3pp |
| Employer contribution / active EE | $1,520 | $4,176-63.6% | $3,737-59.3% | $2,978-48.9% |
| Participant deferral / active EE | $629 | $3,959-84.1% | $4,878-87.1% | $5,017-87.5% |
| Admin fee / account holder | $194 | $212-8.5% | $6,730-97.1% | $145+33.7% |