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 |
|---|---|---|
GBQ CONSULTING1 year Service code 34 230 WEST ST · COLUMBUS, OH 43215 | Valuation (appraisals, etc.) | $11,500 |
Service code 15 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Recordkeeping | $8,390 |
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 | $77,376 | $78,705-1.7% | $117,854-34.3% | $70,131+10.3% |
| Participation rate | 96.3% | 73.2%+23.1pp | 79.7%+16.6pp | 69.5%+26.8pp |
| Annual return | 2.83% | 23.30%-20.5pp | 335.08%-332.2pp | 73.14%-70.3pp |
| Employer contribution / active EE | $1,790 | $2,223-19.5% | $3,786-52.7% | $2,342-23.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $209 | $5,065-95.9% | $8,020-97.4% | $4,645-95.5% |