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 & PANICHI INC. Service code 10 · EIN 34-1322309 | Accounting | $50,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,732 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,852 | $89,465+23.9% | $164,866-32.8% | $77,671+42.7% |
| Participation rate | 81.9% | 78.6%+3.3pp | 78.6%+3.3pp | 70.6%+11.3pp |
| Annual return | 20.54% | 28.81%-8.3pp | 69.97%-49.4pp | 31.21%-10.7pp |
| Employer contribution / active EE | $1,484 | $2,568-42.2% | $4,343-65.8% | $2,726-45.6% |
| Participant deferral / active EE | $4,199 | $4,897-14.3% | $6,033-30.4% | $4,648-9.7% |
| Admin fee / account holder | $117 | $340-65.6% | $12,689-99.1% | $430-72.8% |