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 COMPANY Service code 14 · EIN 06-1050034 | Plan Administrator | $138,336 |
FRANK M. VACCARO & ASSOCIATES11+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148100 | Contract Administrator | $31,980 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $26,000 |
NOVAK FRANCELLA LLC11+ years Service code 10 · EIN 61-1436956 | Accounting | $19,766 |
XPAN LAW PARTNERS, LLC1 year Filed as: XPAN LAW PARTNERS Service code 29 4 N. MAPLE AVE. · MARLTON, NJ 08053 | Legal | $5,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $291,413 | $95,880+203.9% | $107,525+171.0% | $85,563+240.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 14.48% | 68.06%-53.6pp | 181.32%-166.8pp | 31.51%-17.0pp |
| Employer contribution / active EE | $20,714 | $3,812+443.4% | $3,754+451.9% | $2,654+680.6% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $403 | $1,025-60.7% | $8,919-95.5% | $834-51.7% |