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 LLC1 year Filed as: L F TORNETTA LLC Service code 10 · EIN 81-4649052 | Accounting | $17,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,131 | $54,193-25.9% | $93,606-57.1% | $77,643-48.3% |
| Participation rate | 77.2% | 63.9%+13.3pp | 68.7%+8.5pp | 70.6%+6.7pp |
| Annual return | 13.68% | 30.54%-16.9pp | 133.20%-119.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,091 | $1,168-6.6% | $2,420-54.9% | $2,726-60.0% |
| Participant deferral / active EE | $3,563 | $3,144+13.3% | $4,411-19.2% | $4,647-23.3% |
| Admin fee / account holder | $74 | $576-87.1% | $8,285-99.1% | $430-82.7% |