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 14 · EIN 06-1050034 | Plan Administrator | $117,421 |
FRANK M. VACCARO & ASSOCIATES7+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148100 | Contract Administrator | $33,274 |
Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $19,500 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $18,037 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 12-2646110 | Advisory (Plan) | $6,375 |
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 | $207,548 | $78,275+165.2% | $109,143+90.2% | $86,799+139.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.44% | 19.14%-7.7pp | 25.75%-14.3pp | 97.91%-86.5pp |
| Employer contribution / active EE | $16,618 | $3,105+435.2% | $3,722+346.5% | $2,405+590.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $340 | $198+71.5% | $6,752-95.0% | $170+100.8% |