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 & ASSOCIATES9+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $263,616 |
INVESTMENT PEFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $50,221 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $38,464 |
Service code 28 · EIN 13-3257590 | Investment Management | $36,264 |
CLEARY, JOSEM & TRIGIANI LLP9+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $32,301 |
Service code 29 17 CHESNUT DRIVE · CHESTER, NJ 07930 | Legal | $30,000 |
Service code 28 · EIN 91-1042342 | Investment Management | $22,989 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $22,314 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 46-6418945 | Investment Management | $17,390 |
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 | $4,169 | $30,302-86.2% | $58,482-92.9% | $103,482-96.0% |
| Participation rate | 100.0% | 29.5%+70.5pp | 50.9%+49.1pp | 73.3%+26.7pp |
| Annual return | 4.39% | 19.69%-15.3pp | 4239.32%-4234.9pp | 33.11%-28.7pp |
| Employer contribution / active EE | $145 | $512-71.6% | $1,053-86.2% | $3,208-95.5% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,924-100.0% | $5,207-100.0% |
| Admin fee / account holder | $65 | $109-40.6% | $2,516-97.4% | $114-43.4% |