See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES5+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $101,963 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $75,280 |
MEYER, UNKOVIC & SCOTT5+ years Service code 29 · EIN 25-1344985 | Legal | $26,897 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NA Service code 15 · EIN 25-1211909 | Recordkeeping | $24,492 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,000 |
DICLAUDIO & KRAMER, LLC5+ years Service code 10 · EIN 27-0889793 | Accounting | $22,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,400 | $66,601-21.3% | $92,893-43.6% | $67,579-22.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.20% | 92.58%-73.4pp | 109.41%-90.2pp | 378.56%-359.4pp |
| Employer contribution / active EE | $9,111 | $2,775+228.3% | $3,653+149.4% | $2,148+324.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $212 | $199+6.4% | $5,794-96.3% | $142+48.8% |