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: CIM INVESTMENT MANAGERS Service code 28 · EIN 25-1738846 | Investment Management | $54,198 |
Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $44,569 |
PACKER THOMAS2 years Service code 10 · EIN 34-1667340 | Accounting | $37,913 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $24,124 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 25-1590035 | Advisory (Plan) | $18,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,848-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | -5.43% | 393.67%-399.1pp | 850.88%-856.3pp | 244.93%-250.4pp |
| Employer contribution / active EE | $7,127 | $2,682+165.8% | $3,631+96.3% | $2,078+243.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |