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 LLP3 years Service code 62 · EIN 35-0921680 | Float revenue | $21,270 |
GBQ PARTNERS5+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $16,000 |
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 | $102,709 | $99,957+2.8% | $149,696-31.4% | $73,488+39.8% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 8.05% | 53.87%-45.8pp | 276.60%-268.6pp | 28.51%-20.5pp |
| Employer contribution / active EE | $10,345 | $3,191+224.2% | $4,644+122.7% | $2,270+355.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $298 | $551-45.8% | $9,309-96.8% | $513-41.9% |