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 |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 62 · EIN 13-4238973 | Float revenue | $25,558 |
GBQ PARTNERS8+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $9,000 |
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 | $159,175 | $41,078+287.5% | $80,569+97.6% | $71,457+122.8% |
| Participation rate | 98.9% | 50.2%+48.7pp | 67.0%+31.9pp | 67.9%+31.0pp |
| Annual return | 5.78% | 38.45%-32.7pp | 935.43%-929.7pp | 28.85%-23.1pp |
| Employer contribution / active EE | $19,861 | $1,506+1219.1% | $2,723+629.3% | $2,588+667.5% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $169 | $1,840-90.8% | $5,377-96.9% | $1,587-89.4% |