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 | $159,384 |
FRANK M. VACCARO & ASSOCIATES9+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148100 | Contract Administrator | $37,516 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $26,000 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $21,174 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,952 | $92,971+140.9% | $96,683+131.6% | $74,419+200.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 14.83% | 37.49%-22.7pp | 35.69%-20.9pp | 34.38%-19.5pp |
| Employer contribution / active EE | $18,937 | $3,426+452.8% | $3,737+406.8% | $2,637+618.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $437 | $633-30.9% | $6,730-93.5% | $348+25.7% |