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 | $26,900 |
GBQ PARTNERS10+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $20,000 |
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 | $127,512 | $42,886+197.3% | $88,946+43.4% | $85,563+49.0% |
| Participation rate | 99.3% | 37.9%+61.4pp | 68.8%+30.5pp | 66.0%+33.4pp |
| Annual return | 8.74% | 44.56%-35.8pp | 57.82%-49.1pp | 31.51%-22.8pp |
| Employer contribution / active EE | $12,969 | $1,147+1030.7% | $2,555+407.6% | $2,654+388.7% |
| Participant deferral / active EE | $0 | $2,108-100.0% | $4,581-100.0% | $4,375-100.0% |
| Admin fee / account holder | $143 | $2,263-93.7% | $8,261-98.3% | $834-82.9% |