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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,910 |
ROCCO J. RICCIARDI, CPA1 year Filed as: ROCCO MANCINI Service code 27 · EIN 04-3708548 | Advisory (Plan) | $10,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,083 | $54,517-43.0% | $75,972-59.1% | $74,495-58.3% |
| Participation rate | 85.3% | 60.3%+25.0pp | 69.1%+16.2pp | 67.2%+18.1pp |
| Annual return | 21.22% | 31.82%-10.6pp | 359.55%-338.3pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $2,211 | $1,777+24.4% | $2,685-17.6% | $2,623-15.7% |
| Participant deferral / active EE | $4,647 | $3,066+51.6% | $4,255+9.2% | $4,346+6.9% |
| Admin fee / account holder | $216 | $2,229-90.3% | $6,467-96.7% | $1,942-88.9% |