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 |
|---|---|---|
JEFFREY SLOCUM & ASSOCIATES9 years Filed as: THE JEFFREY MATTHEWS FIN'L GRP Service code 55 30B VREELAND RD STE 210 · FLORHAM PARK, NJ 07932 | Other Commissions | $22,287 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,079 | $82,917-27.5% | $103,333-41.9% | $77,643-22.6% |
| Participation rate | 58.9% | 71.6%-12.7pp | 74.5%-15.6pp | 70.6%-11.7pp |
| Annual return | 15.90% | 19.13%-3.2pp | 24.88%-9.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,771 | $3,552-50.1% | $3,868-54.2% | $2,726-35.0% |
| Participant deferral / active EE | $5,519 | $4,108+34.3% | $5,057+9.1% | $4,647+18.8% |
| Admin fee / account holder | -$42 | $638-106.5% | $8,355-100.5% | $430-109.7% |