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 Service code 10 · EIN 11-3266576 | Accounting | $18,254 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,278 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,198 | $82,664+268.0% | $125,339+142.7% | $68,494+344.1% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -26.67% | -5.97%-20.7pp | 572.05%-598.7pp | -7.84%-18.8pp |
| Employer contribution / active EE | $2,500 | $3,381-26.1% | $4,814-48.1% | $2,596-3.7% |
| Participant deferral / active EE | $10,555 | $6,110+72.7% | $7,446+41.8% | $4,027+162.1% |
| Admin fee / account holder | -$289 | $6,275-104.6% | $10,010-102.9% | $5,403-105.3% |