See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREY INVESTMENT PLANNING CORP10+ years Service code 16 · EIN 75-3060833 | Consulting | $48,178 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,078 | $59,417+29.7% | $93,606-17.7% | $74,495+3.5% |
| Participation rate | 73.3% | 59.7%+13.6pp | 68.7%+4.5pp | 67.2%+6.1pp |
| Annual return | 19.33% | 81.83%-62.5pp | 133.20%-113.9pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $1,389 | $1,264+9.9% | $2,420-42.6% | $2,623-47.1% |
| Participant deferral / active EE | $6,009 | $3,050+97.0% | $4,411+36.2% | $4,346+38.3% |
| Admin fee / account holder | $227 | $3,021-92.5% | $8,285-97.3% | $1,942-88.3% |