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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 13 · EIN 87-0467907 | Contract Administrator | $168,781 |
FRANK M. VACCARO & ASSOCIATES10+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $115,163 |
CLEARY, JOSEM & TRIGIANI LLP8 years Service code 29 · EIN 23-2657967 | Legal | $73,614 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $62,702 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
IBEW LOCAL 988 years Service code 29 · EIN 23-3094530 | Legal | $17,293 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,868 | $241,101+12.8% | $103,333+163.1% | $199,593+36.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.92% | 17.80%-4.9pp | 24.88%-12.0pp | 34.25%-21.3pp |
| Employer contribution / active EE | $17,712 | $4,244+317.3% | $3,868+357.9% | $3,034+483.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $159 | $288-44.9% | $8,355-98.1% | $269-41.0% |