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 |
|---|---|---|
JEROME BRANCATO10+ years Service code 30 · EIN 22-3525303 | Employee (plan); Direct payment from ... | $105,036 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE BUENO Service code 30 · EIN 22-3525303 | Employee (plan); Direct payment from ... | $46,279 |
ANDREW FAIR, ESQ.3 years Filed as: ANDREW CROSS Service code 30 · EIN 22-3525303 | Direct payment from the plan; Employe... | $35,565 |
TRACEY SCOTT2 years Filed as: TRACEY BIONDI Service code 30 · EIN 22-3525303 | Direct payment from the plan; Employe... | $27,785 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $22,000 |
MEDICUS IT LLC1 year Filed as: MEDICUS IT, LLC Service code 16 · EIN 82-0781296 | Consulting | $10,094 |
ROBERT H. BOGUCKI, P.C.10+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $9,308 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,656 | $81,357+166.3% | $75,972+185.2% | $199,593+8.5% |
| Participation rate | 87.2% | 69.9%+17.3pp | 69.1%+18.1pp | 72.0%+15.2pp |
| Annual return | 10.05% | 16.32%-6.3pp | 359.55%-349.5pp | 34.25%-24.2pp |
| Employer contribution / active EE | $12,631 | $3,341+278.1% | $2,685+370.4% | $3,034+316.3% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $412 | $144+185.3% | $6,467-93.6% | $269+53.4% |