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 & CO2 years Filed as: GRASSI &CO. CPAS Service code 10 · EIN 11-3266576 | Accounting | $21,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,069 |
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 | $404,096 | $93,571+331.9% | $135,903+197.3% | $75,163+437.6% |
| Participation rate | 91.1% | 75.2%+16.0pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 31.94% | 30.90%+1.0pp | 68.23%-36.3pp | 160.62%-128.7pp |
| Employer contribution / active EE | $1,963 | $3,537-44.5% | $4,856-59.6% | $2,670-26.5% |
| Participant deferral / active EE | $11,453 | $6,404+78.8% | $7,758+47.6% | $4,125+177.6% |
| Admin fee / account holder | -$273 | $6,975-103.9% | $10,762-102.5% | $5,651-104.8% |