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, PC6+ years Service code 10 · EIN 22-3214883 111 QUIMBY STREET, SUITE 3 · WESTFIELD, NJ 07090 | Accounting | $25,950 |
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $19,650 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,084 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,431 | $43,133-55.0% | $89,391-78.3% | $73,488-73.6% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 9.42% | 135.66%-126.2pp | 245.62%-236.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $2,380 | $1,438+65.5% | $2,586-7.9% | $2,270+4.8% |
| Participant deferral / active EE | $651 | $2,445-73.4% | $3,890-83.3% | $3,740-82.6% |
| Admin fee / account holder | $230 | $444-48.1% | $4,881-95.3% | $513-55.1% |