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 |
|---|---|---|
CURCIO WEBB1+ years Filed as: CURCIO WEBB, LLC Service code 11 · EIN 36-4171366 610 16TH STREET, SUITE 205 · OAKLAND, CA 94612 | Actuarial | $15,785 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 11 · EIN 52-0807416 44 BALTIMORE STREET · CUMBELAND, MD 21502 | Actuarial | $12,138 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 8.62% | 4.89%+3.7pp | 4.72%+3.9pp | 4.56%+4.1pp |
| Employer contribution / active EE | $7,333 | $13,673-46.4% | $30,821-76.2% | $15,526-52.8% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |