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 & CO3+ years Filed as: GRAMKOW CARNEVALE AND SEIFERT Service code 99 · EIN 22-2000222 | Other Fees | $13,800 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 | Other Services | $8,861 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 401 BROADHOLLOW ROAD, SUITE 403 · MELLVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,328 | $83,427+22.7% | $115,756-11.6% | $68,494+49.4% |
| Participation rate | 66.3% | 71.9%-5.6pp | 77.1%-10.8pp | 67.9%-1.6pp |
| Annual return | -17.27% | -10.95%-6.3pp | 143.14%-160.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $573 | $3,075-81.4% | $3,793-84.9% | $2,596-77.9% |
| Participant deferral / active EE | $5,834 | $5,355+8.9% | $6,254-6.7% | $4,027+44.9% |
| Admin fee / account holder | $90 | $5,708-98.4% | $8,124-98.9% | $5,403-98.3% |