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 & CO3 years Filed as: GRASSI AND CO Service code 99 · EIN 11-3266576 | Other Fees | $18,290 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,654 | $102,605+80.0% | $145,661+26.8% | $84,808+117.7% |
| Participation rate | 95.7% | 74.3%+21.4pp | 77.2%+18.4pp | 68.3%+27.3pp |
| Annual return | 13.24% | 26.50%-13.3pp | 101.46%-88.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $906 | $3,325-72.8% | $4,238-78.6% | $2,631-65.6% |
| Participant deferral / active EE | $10,441 | $5,750+81.6% | $7,198+45.0% | $4,212+147.9% |
| Admin fee / account holder | $167 | $8,758-98.1% | $12,466-98.7% | $7,344-97.7% |