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 VERRI Service code 27 · EIN 20-8764829 | Advisory (Plan) | $18,950 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $309,492 | $71,516+332.8% | $98,439+214.4% | $71,457+333.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 13.30% | 32.41%-19.1pp | 21.16%-7.9pp | 28.85%-15.5pp |
| Employer contribution / active EE | $10,503 | $2,399+337.8% | $3,048+244.6% | $2,588+305.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $69 | $1,675-95.9% | $8,948-99.2% | $1,587-95.7% |