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 GROUP7+ years Service code 27 · EIN 27-0058684 MACK CENTER IV, S 61 PARAMUS RD · PARAMUS, NJ 07652 | Advisory (Plan) | $74,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,015 | $84,936-63.5% | $111,297-72.1% | $79,386-60.9% |
| Participation rate | 98.8% | 75.9%+23.0pp | 77.3%+21.5pp | 70.7%+28.1pp |
| Annual return | 6.33% | 17.45%-11.1pp | 54.65%-48.3pp | 116.85%-110.5pp |
| Employer contribution / active EE | $581 | $1,979-70.6% | $2,731-78.7% | $2,427-76.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $325 | $537-39.4% | $7,964-95.9% | $626-48.1% |