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: GRIES FINANCIAL LLC Service code 27 · EIN 34-1891243 | Advisory (Plan) | $17,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,141 | $47,126+246.2% | $149,673+9.0% | $74,419+119.2% |
| Participation rate | 64.5% | 63.4%+1.1pp | 78.8%-14.3pp | 70.7%-6.3pp |
| Annual return | 16.78% | 22.75%-6.0pp | 134.42%-117.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,446 | $1,905+28.4% | $4,818-49.2% | $2,637-7.3% |
| Participant deferral / active EE | $5,200 | $2,728+90.6% | $5,680-8.4% | $4,528+14.8% |
| Admin fee / account holder | $70 | $343-79.6% | $13,210-99.5% | $348-79.9% |