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 |
|---|---|---|
Filed as: JOSEPH D. VERRI Service code 27 · EIN 20-8764829 | Advisory (Plan) | $10,302 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,792 | $79,428+287.5% | $106,548+188.9% | $79,386+287.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 51.07% | 18.27%+32.8pp | 26.80%+24.3pp | 116.85%-65.8pp |
| Employer contribution / active EE | $9,703 | $2,234+334.3% | $2,819+244.2% | $2,427+299.7% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $45 | $523-91.3% | $7,407-99.4% | $626-92.8% |