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) | $14,748 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
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 | $299,465 | $72,607+312.4% | $90,749+230.0% | $66,914+347.5% |
| Participation rate | 99.4% | 73.7%+25.7pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | 4.63% | -12.28%+16.9pp | -12.16%+16.8pp | 1.58%+3.0pp |
| Employer contribution / active EE | $17,010 | $2,369+618.1% | $2,921+482.3% | $2,544+568.6% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $51 | $707-92.7% | $8,445-99.4% | $593-91.3% |