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 |
|---|---|---|
EPLAN ADVISORS, LLC1+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $21,991 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK MONTE Service code 61 10 EAST CHURCH STREET · FAIRPORT, NY 14450 | Finders' fees / placement fees | $9,961 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,497 | $48,313-22.4% | $73,307-48.8% | $52,331-28.3% |
| Participation rate | 90.1% | 68.6%+21.5pp | 74.9%+15.2pp | 68.1%+22.0pp |
| Annual return | 0.26% | 3.85%-3.6pp | 5.67%-5.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,698 | $1,661+62.4% | $3,237-16.6% | $1,882+43.4% |
| Participant deferral / active EE | $5,537 | $4,189+32.2% | $4,991+10.9% | $3,022+83.2% |
| Admin fee / account holder | $282 | $404-30.1% | $5,637-95.0% | $592-52.3% |