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 |
|---|---|---|
GRASSI & CO1 year Filed as: GRASSI & CO CPAS PC Service code 10 488 MADISON AVE · NEW YORK, NY 10022 | Accounting | $43,376 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $19,097 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 99 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Fees | $5,015 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $879 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,647 | $101,317+119.8% | $146,958+51.5% | $74,495+198.9% |
| Participation rate | 84.2% | 75.5%+8.7pp | 82.2%+2.1pp | 67.2%+17.0pp |
| Annual return | 15.17% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,431 | $3,810-36.2% | $4,933-50.7% | $2,623-7.3% |
| Participant deferral / active EE | $12,077 | $7,303+65.4% | $8,070+49.7% | $4,346+177.9% |
| Admin fee / account holder | $5 | $1,739-99.7% | $12,998-100.0% | $1,942-99.8% |