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 |
|---|---|---|
GRIES FINANCIAL CORPORATION2 years Filed as: GRIES FINANCIAL LLC Service code 27 · EIN 34-1891243 | Advisory (Plan) | $40,275 |
HB WEALTH MANAGEMENT LLC1 year Filed as: HB WEALTH MANAGEMENT, LL C Service code 26 · EIN 87-2119854 | Advisory (Participants) | $19,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,852 |
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 | $173,785 | $50,815+242.0% | $155,509+11.8% | $77,643+123.8% |
| Participation rate | 45.7% | 63.1%-17.4pp | 78.2%-32.5pp | 70.6%-24.9pp |
| Annual return | 13.88% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,888 | $1,993-5.3% | $4,672-59.6% | $2,726-30.7% |
| Participant deferral / active EE | $3,819 | $2,822+35.3% | $5,626-32.1% | $4,647-17.8% |
| Admin fee / account holder | $235 | $437-46.3% | $15,912-98.5% | $430-45.5% |