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 3-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+ years Filed as: GRASSI & CO., CPAS P.C. Service code 10 · EIN 11-3266576 | Accounting | $23,426 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $17,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,355 | $64,707+7.2% | $112,228-38.2% | $68,494+1.3% |
| Participation rate | 54.8% | 67.2%-12.3pp | 75.1%-20.2pp | 67.9%-13.0pp |
| Annual return | -15.75% | -11.40%-4.3pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,063 | $2,746+11.5% | $3,635-15.7% | $2,596+18.0% |
| Participant deferral / active EE | $3,395 | $3,565-4.8% | $4,728-28.2% | $4,027-15.7% |
| Admin fee / account holder | $894 | $5,232-82.9% | $6,410-86.1% | $5,403-83.5% |