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 & CO4 years Filed as: GRASSI &CO. CPAS Service code 10 · EIN 11-3266576 | Accounting | $26,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,867 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $494,088 | $109,881+349.7% | $150,045+229.3% | $84,808+482.6% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 16.43% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $10,958 | $3,561+207.7% | $4,693+133.5% | $2,631+316.5% |
| Participant deferral / active EE | $13,311 | $6,636+100.6% | $7,997+66.5% | $4,212+216.1% |
| Admin fee / account holder | -$322 | $8,568-103.8% | $13,435-102.4% | $7,344-104.4% |