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, PC4+ years Service code 10 · EIN 22-3214883 111 QUIMBY STREET, SUITE 3 · WESTFIELD, NJ 07090 | Accounting | $22,800 |
INTAC ACTUARIAL SERVICES4+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $18,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,819 | $33,067-55.2% | $76,523-80.6% | $56,287-73.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -6.28% | 2.72%-9.0pp | -0.27%-6.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,435 | $1,200+102.9% | $2,647-8.0% | $2,111+15.4% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $229 | $537-57.3% | $4,848-95.3% | $521-56.0% |