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: BECHER, DELLATORRE, GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $12,775 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,450 | $45,073+14.1% | $69,455-25.9% | $72,985-29.5% |
| Participation rate | 77.9% | 68.5%+9.4pp | 74.6%+3.3pp | 69.5%+8.4pp |
| Annual return | 3.01% | 22.65%-19.6pp | 28.97%-26.0pp | 81.00%-78.0pp |
| Employer contribution / active EE | $4,260 | $2,054+107.4% | $2,779+53.3% | $2,440+74.6% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $110 | $3,056-96.4% | $3,839-97.1% | $5,124-97.8% |