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 |
|---|---|---|
Service code 10 3401 MASONS MILL ROAD · HUNTINGTON VALLEY, PA 19006 | Accounting | $172,299 |
JOSEPH DELLISANTI2 years Service code 27 · EIN 22-5130278 2200 VOLUNTEER TRAIL · VIRGINIA BEACH, VA 23456 | Advisory (Plan) | $120,465 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,447 | $56,095+89.8% | $178,490-40.4% | $90,288+17.9% |
| Participation rate | 96.2% | 65.6%+30.6pp | 81.9%+14.3pp | 73.4%+22.9pp |
| Annual return | 14.28% | 28.81%-14.5pp | 151.07%-136.8pp | 53.97%-39.7pp |
| Employer contribution / active EE | $6,433 | $1,572+309.1% | $5,011+28.4% | $2,524+154.9% |
| Participant deferral / active EE | $4,628 | $2,669+73.4% | $5,202-11.0% | $4,232+9.4% |
| Admin fee / account holder | $172 | $101+71.0% | $13,984-98.8% | $114+50.9% |