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 37 · EIN 04-2647786 | Loan Processing | $98,795 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $22,676 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $563,263 | $160,882+250.1% | $200,582+180.8% | $102,872+447.5% |
| Participation rate | 99.1% | 91.2%+7.9pp | 86.9%+12.2pp | 73.0%+26.1pp |
| Annual return | 16.08% | 18.15%-2.1pp | 42.33%-26.3pp | 19.06%-3.0pp |
| Employer contribution / active EE | $30,810 | $5,602+450.0% | $6,419+380.0% | $3,526+773.7% |
| Participant deferral / active EE | $14,102 | $9,300+51.6% | $9,331+51.1% | $5,535+154.8% |
| Admin fee / account holder | $76 | $125-38.9% | $16,305-99.5% | $292-73.9% |