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 6-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 AND CO Service code 99 · EIN 11-3266576 | Other Fees | $14,850 |
Service code 64 · EIN 71-2094708 | Recordkeeping Fees | $1,795 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,577 | $90,745+42.8% | $130,231-0.5% | $75,163+72.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 18.59% | 34.45%-15.9pp | 38.77%-20.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $804 | $3,314-75.7% | $4,126-80.5% | $2,670-69.9% |
| Participant deferral / active EE | $9,068 | $5,362+69.1% | $6,799+33.4% | $4,125+119.8% |
| Admin fee / account holder | $113 | $6,331-98.2% | $6,020-98.1% | $5,651-98.0% |