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 |
|---|---|---|
LAWRENCE F. TORNETTA LLC3 years Service code 10 · EIN 81-4649052 | Accounting | $16,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,099 | $42,353-19.5% | $79,550-57.1% | $64,808-47.4% |
| Participation rate | 84.7% | 64.8%+20.0pp | 69.5%+15.2pp | 71.5%+13.3pp |
| Annual return | -11.97% | -12.24%+0.3pp | 0.16%-12.1pp | 32.82%-44.8pp |
| Employer contribution / active EE | $1,476 | $1,181+25.0% | $2,413-38.8% | $2,506-41.1% |
| Participant deferral / active EE | $4,266 | $3,170+34.6% | $3,985+7.1% | $4,310-1.0% |
| Admin fee / account holder | $60 | $160-62.4% | $6,832-99.1% | $188-68.0% |