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 6-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 |
|---|---|---|
GRAMKOW, CARNEVALE, SEIFERT & CO1+ years Filed as: GRAMKOW CARNEVALE AND SEIFERT Service code 99 · EIN 22-2000222 | Other Fees | $12,300 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,501 | $95,762+14.3% | $379,746-71.2% | $79,858+37.1% |
| Participation rate | 73.7% | 74.0%-0.3pp | 78.4%-4.7pp | 69.6%+4.1pp |
| Annual return | 17.73% | 18.26%-0.5pp | 34.90%-17.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $564 | $2,695-79.1% | $3,540-84.1% | $2,471-77.2% |
| Participant deferral / active EE | $5,314 | $4,705+12.9% | $6,024-11.8% | $3,740+42.1% |
| Admin fee / account holder | $109 | $6,745-98.4% | $7,927-98.6% | $5,306-97.9% |