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 CONSULTING3 years Service code 34 230 WEST ST · COLUMBUS, OH 43215 | Valuation (appraisals, etc.) | $12,300 |
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 | $71,617 | $83,477-14.2% | $125,175-42.8% | $72,985-1.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 9.81% | 25.78%-16.0pp | 43.79%-34.0pp | 81.00%-71.2pp |
| Employer contribution / active EE | $10,027 | $2,345+327.5% | $3,865+159.4% | $2,440+311.0% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $91 | $5,517-98.3% | $9,702-99.1% | $5,124-98.2% |