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 |
|---|---|---|
Service code 49 · EIN 55-0667502 | Other Services | $150,670 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $63,038 |
Filed as: FM VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $43,680 |
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $22,675 |
MCELHANEY & ASSOCIATES, LLC2 years Service code 10 · EIN 38-3806684 | Accounting | $15,629 |
JOHN F. DASCOLI, PLLC4+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $6,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,456 | $80,005-43.2% | $140,016-67.5% | $55,725-18.4% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.01% | 0.46%-5.5pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,965 | $3,403+16.5% | $5,606-29.3% | $2,078+90.8% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $271 | $116+133.9% | $10,705-97.5% | $115+134.9% |