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 |
|---|---|---|
GBQ PARTNERS1 year Filed as: GBQ Service code 34 · EIN 31-0719901 | Valuation (appraisals, etc.); Direct ... | $18,000 |
Filed as: BRADY WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,324 | $62,688-66.0% | $178,014-88.0% | $77,671-72.5% |
| Participation rate | 98.9% | 66.9%+32.1pp | 77.1%+21.9pp | 70.6%+28.4pp |
| Annual return | 18.60% | 16.16%+2.4pp | 294.80%-276.2pp | 31.21%-12.6pp |
| Employer contribution / active EE | $2,568 | $1,912+34.3% | $3,950-35.0% | $2,726-5.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $6,276-100.0% | $4,648-100.0% |
| Admin fee / account holder | $102 | $386-73.6% | $10,362-99.0% | $430-76.3% |