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 |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES6+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $181,423 |
INVESTMENT PEFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $45,164 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $45,077 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 13-3257590 | Investment Management | $38,511 |
CLEARY, JOSEM & TRIGIANI LLP6+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $30,874 |
FOX ROTHSCHILD LLP6+ years Service code 29 · EIN 23-1404723 | Legal | $30,000 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $24,417 |
Service code 28 · EIN 91-1042342 | Investment Management | $18,420 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA, NA Service code 19 · EIN 94-1687665 | Securities Custodian | $12,109 |
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 | $4,610 | $33,283-86.1% | $77,482-94.0% | $93,223-95.1% |
| Participation rate | 100.0% | 33.8%+66.2pp | 54.2%+45.8pp | 74.9%+25.1pp |
| Annual return | 7.28% | 16.24%-9.0pp | 54.79%-47.5pp | 19.29%-12.0pp |
| Employer contribution / active EE | $67 | $311-78.4% | $986-93.2% | $2,680-97.5% |
| Participant deferral / active EE | $0 | $886-100.0% | $1,861-100.0% | $4,563-100.0% |
| Admin fee / account holder | $52 | $97-46.2% | $2,858-98.2% | $79-34.2% |