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 |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $48,243 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
JUBELIRER PASS & INTRIERI P.C.2+ years Service code 29 · EIN 25-1340770 | Legal | $6,205 |
CYPHER & CYPHER2+ years Service code 10 · EIN 25-1385288 | Accounting | $5,495 |
Participant contribution per participant 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 | $103,185 | $57,921+78.1% | $84,750+21.8% | $57,658+79.0% |
| Participation rate | 99.8% | 72.9%+26.8pp | 76.6%+23.2pp | 70.2%+29.5pp |
| Annual return | 6.55% | 10.24%-3.7pp | 22.78%-16.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,847 | $2,598+9.6% | $3,574-20.3% | $1,974+44.3% |
| Participant deferral / active EE | $6 | $2,742-99.8% | $3,712-99.8% | $3,061-99.8% |
| Admin fee / account holder | $126 | $130-2.5% | $5,332-97.6% | $95+33.7% |