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 | $9,400 |
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 | $54,074 | $53,822+0.5% | $75,696-28.6% | $85,850-37.0% |
| Participation rate | 81.1% | 69.1%+12.0pp | 74.8%+6.3pp | 69.3%+11.8pp |
| Annual return | 6.65% | 24.54%-17.9pp | 104.53%-97.9pp | 318.53%-311.9pp |
| Employer contribution / active EE | $5,358 | $2,017+165.7% | $2,743+95.4% | $2,565+108.9% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $102 | $3,343-97.0% | $3,619-97.2% | $6,260-98.4% |