See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CIUNI & PANICHI, INC.3+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $18,714 |
TIFFANY SOGGS3+ years Service code 30 · EIN 34-0553590 | Employee (plan) | $8,070 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $6,000 |
Service code 29 · EIN 34-1718740 | Legal | $5,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,317 | $89,274-40.3% | $149,718-64.4% | $77,958-31.6% |
| Participation rate | 94.2% | 87.6%+6.6pp | 87.1%+7.2pp | 71.6%+22.6pp |
| Annual return | 13.45% | 20.36%-6.9pp | 1501.63%-1488.2pp | 20.87%-7.4pp |
| Employer contribution / active EE | $2,289 | $3,727-38.6% | $5,445-58.0% | $2,310-0.9% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $67 | $240-72.2% | $11,283-99.4% | $97-31.4% |