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 LLC4 years Service code 10 · EIN 81-4649052 | Accounting | $16,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,267 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,829 | $53,165-23.2% | $86,188-52.6% | $74,419-45.1% |
| Participation rate | 89.0% | 64.9%+24.1pp | 69.0%+20.0pp | 70.7%+18.2pp |
| Annual return | 18.73% | 22.64%-3.9pp | 1168.45%-1149.7pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,429 | $1,210+18.1% | $2,380-40.0% | $2,637-45.8% |
| Participant deferral / active EE | $4,412 | $3,234+36.4% | $3,985+10.7% | $4,528-2.6% |
| Admin fee / account holder | $63 | $551-88.6% | $6,852-99.1% | $348-81.9% |