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 |
|---|---|---|
GBQ CONSULTING5 years Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.); Direct ... | $13,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,448 | $99,985+21.5% | $146,665-17.2% | $85,850+41.5% |
| Participation rate | 98.0% | 73.1%+24.9pp | 80.1%+17.9pp | 69.3%+28.6pp |
| Annual return | 23.46% | 18.93%+4.5pp | 22.74%+0.7pp | 318.53%-295.1pp |
| Employer contribution / active EE | $12,372 | $2,559+383.6% | $4,136+199.1% | $2,565+382.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $106 | $7,702-98.6% | $10,280-99.0% | $6,260-98.3% |