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: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $43,005 |
Filed as: CIM INVESTMENT MANAGERS Service code 28 · EIN 25-1738846 | Investment Management | $34,979 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 25-1590035 | Advisory (Plan) | $28,125 |
MEYER, UNKOVIC & SCOTT2 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $25,054 |
PACKER THOMAS1 year Service code 10 · EIN 34-1667340 | Accounting | $24,165 |
LONG, MULHEARN & CRISTE PC2 years Service code 10 · EIN 25-1777540 | Accounting | $5,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,233-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 16.04% | 19.71%-3.7pp | 176.28%-160.2pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $4,972 | $2,633+88.8% | $3,679+35.1% | $2,032+144.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |