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 9-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 |
|---|---|---|
THE NAPOLITANO GROUP5+ years Service code 27 · EIN 27-0058684 MACK CENTER IV, S 61 PARAMUS RD · PARAMUS, NJ 07652 | Advisory (Plan) | $70,125 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,902 | $65,376-54.3% | $87,100-65.7% | $65,185-54.1% |
| Participation rate | 99.0% | 75.3%+23.6pp | 76.9%+22.1pp | 70.2%+28.8pp |
| Annual return | 16.08% | 31.27%-15.2pp | 28.19%-12.1pp | 29.38%-13.3pp |
| Employer contribution / active EE | $513 | $1,822-71.9% | $2,521-79.7% | $2,177-76.4% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $296 | $520-43.1% | $7,497-96.1% | $847-65.1% |