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 | $100,042 |
FRANK M. VACCARO & ASSOCIATES10+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148100 | Contract Administrator | $37,637 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $26,000 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $25,887 |
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 | $256,013 | $82,917+208.8% | $103,333+147.8% | $77,643+229.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.37% | 19.13%-6.8pp | 24.88%-12.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $21,501 | $3,552+505.4% | $3,868+455.9% | $2,726+688.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $355 | $638-44.4% | $8,355-95.8% | $430-17.5% |