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 | $21,875 |
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 | $49,588 | $49,227+0.7% | $70,449-29.6% | $79,858-37.9% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 69.6%+10.4pp |
| Annual return | 0.98% | 30.06%-29.1pp | 109.03%-108.1pp | 31.71%-30.7pp |
| Employer contribution / active EE | $5,219 | $2,099+148.7% | $2,737+90.7% | $2,471+111.2% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $170 | $2,878-94.1% | $3,845-95.6% | $5,306-96.8% |