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 GPAS PC Service code 99 · EIN 11-3266576 | Other Fees | $16,900 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $146,584 | $96,128+52.5% | $136,007+7.8% | $80,856+81.3% |
| Participation rate | 75.0% | 71.2%+3.8pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 13.80% | 28.71%-14.9pp | 579.32%-565.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $340 | $3,351-89.8% | $4,217-91.9% | $2,755-87.7% |
| Participant deferral / active EE | $7,411 | $5,709+29.8% | $7,025+5.5% | $4,296+72.5% |
| Admin fee / account holder | $125 | $8,236-98.5% | $6,858-98.2% | $6,918-98.2% |