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 & CO3 years Filed as: GRASSI &CO. CPAS Service code 10 · EIN 11-3266576 | Accounting | $22,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$66,147 |
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 | $505,290 | $102,317+393.8% | $146,958+243.8% | $80,856+524.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.2%-12.2pp | 67.6%+2.4pp |
| Annual return | 22.45% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $3,333 | $3,713-10.2% | $4,933-32.4% | $2,755+21.0% |
| Participant deferral / active EE | $12,141 | $6,644+82.7% | $8,070+50.4% | $4,296+182.6% |
| Admin fee / account holder | -$431 | $7,941-105.4% | $12,998-103.3% | $6,918-106.2% |