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.10+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $20,048 |
TIFFANY MILLER3 years Filed as: TIFFANY CLARKE Service code 30 · EIN 34-0553590 | Employee (plan) | $16,009 |
Filed as: FAULKNER, HOFFMAN, PHILLIPS, LLP. Service code 29 · EIN 34-1718740 | Legal | $14,531 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 99 690 CANTON ST · WESTWOOD, MA 02090 | Other Fees | $9,226 |
TAMMY GRAVES1 year Filed as: TAMMY LICHT Service code 30 · EIN 34-0553590 | Employee (plan) | $5,445 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 28 500 W MORSE BLVD, SUITE 200 · WINTER PARK, FL 32789 | Investment Management | $5,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,207 | $122,854-45.3% | $184,200-63.5% | $199,768-66.4% |
| Participation rate | 92.2% | 87.0%+5.2pp | 86.8%+5.4pp | 72.0%+20.2pp |
| Annual return | 13.26% | 143.99%-130.7pp | 28.80%-15.5pp | 34.26%-21.0pp |
| Employer contribution / active EE | $3,646 | $4,588-20.5% | $6,424-43.2% | $3,037+20.1% |
| Participant deferral / active EE | $499 | $7,995-93.8% | $9,132-94.5% | $5,090-90.2% |
| Admin fee / account holder | $150 | $120+25.0% | $13,907-98.9% | $269-44.1% |