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 |
|---|---|---|
CIUNI & PANICHI, INC.2+ years Filed as: CIUNI AND PANICHI Service code 10 · EIN 34-1322309 | Accounting | $20,360 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON STREET · WESTWOOD, MA 02090 | Contract Administrator | $8,424 |
Service code 29 · EIN 34-1909706 | Legal | $6,393 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,573 | $39,859-76.0% | $78,689-87.8% | $57,658-83.4% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 6.30% | 18.96%-12.7pp | 62.18%-55.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $413 | $1,786-76.9% | $2,851-85.5% | $1,974-79.1% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $75 | $76-1.8% | $4,510-98.3% | $95-20.9% |