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 LLP4 years Service code 62 · EIN 35-0921680 | Float revenue | $21,029 |
GBQ PARTNERS6+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,321 | $79,694+58.5% | $96,139+31.4% | $79,386+59.1% |
| Participation rate | 97.6% | 54.0%+43.7pp | 68.4%+29.2pp | 70.7%+26.9pp |
| Annual return | 25.60% | 40.84%-15.2pp | 191.94%-166.3pp | 116.85%-91.3pp |
| Employer contribution / active EE | $11,374 | $1,443+688.1% | $2,797+306.7% | $2,427+368.6% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $179 | $630-71.6% | $5,537-96.8% | $626-71.4% |