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 |
|---|---|---|
GARY MOSCOWITZ, PC3+ years Service code 10 · EIN 22-3214883 111 QUIMBY STREET, SUITE 3 · WESTFIELD, NJ 07090 | Accounting | $23,000 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Actuarial | $16,005 |
Annual investment return 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 | $15,517 | $36,767-57.8% | $81,478-81.0% | $62,292-75.1% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 10.26% | 173.80%-163.5pp | 38.78%-28.5pp | 28.90%-18.6pp |
| Employer contribution / active EE | $2,407 | $1,128+113.3% | $2,568-6.2% | $2,042+17.9% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $212 | $797-73.4% | $4,561-95.4% | $479-55.8% |