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 | $26,420 |
GBQ PARTNERS9+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $19,000 |
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 | $130,737 | $45,031+190.3% | $84,966+53.9% | $77,643+68.4% |
| Participation rate | 98.3% | 48.7%+49.6pp | 67.5%+30.8pp | 70.6%+27.7pp |
| Annual return | 10.80% | 79.22%-68.4pp | 66.38%-55.6pp | 31.24%-20.4pp |
| Employer contribution / active EE | $13,841 | $1,609+760.0% | $2,727+407.5% | $2,726+407.8% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $151 | $912-83.5% | $6,149-97.5% | $430-65.0% |