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 |
|---|---|---|
CROWE LLP1 year Service code 62 · EIN 35-0921680 | Float revenue | $23,424 |
GBQ PARTNERS3+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $15,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,510 | $73,102+7.4% | $123,544-36.5% | $56,287+39.5% |
| Participation rate | 98.8% | 74.3%+24.5pp | 82.3%+16.5pp | 69.9%+29.0pp |
| Annual return | 16.26% | 3.01%+13.3pp | 119.20%-102.9pp | -9.96%+26.2pp |
| Employer contribution / active EE | $6,395 | $2,977+114.8% | $4,628+38.2% | $2,111+203.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $277 | $554-50.0% | $9,284-97.0% | $521-46.9% |