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 |
|---|---|---|
BATOFF ASSOCIATES, P.A.1+ years Filed as: BATOFF ASSOCIATES Service code 29 · EIN 52-1667847 36 SOUTH CHARLES STREET, SUITE 1510 · BALTIMORE, MD 21201 | Legal | $37,024 |
Filed as: UNITED BANK Service code 19 · EIN 55-0241865 PO BOX 393 · CHARLESTON, WV 25322 | Securities Custodian | $19,933 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK M VACCARO & ASSOCIATES, INC. Service code 13 · EIN 23-2148108 27 ROLAND AVENUE, SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $15,326 |
Filed as: RIVERSEDGE ADVAN. RETIRE. SOLUTIONS Service code 50 · EIN 27-1155910 3000 VILLAGE RUN ROAD · WEXFORD, PA 15090 | Direct Payment | $13,418 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $3,711 | $68,413-94.6% | $123,104-97.0% | $55,191-93.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -10.06% | 6.30%-16.4pp | 13.22%-23.3pp | 10.78%-20.8pp |
| Employer contribution / active EE | $892 | $3,050-70.7% | $5,151-82.7% | $1,899-53.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $145 | $88+64.8% | $9,015-98.4% | $91+59.4% |