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 |
|---|---|---|
GREYSTONE CONSULTING1 year Service code 27 · EIN 26-4310632 | Advisory (Plan) | $169,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $79,027 |
MAXWELL LOCKE & RITTER LLP7+ years Service code 10 · EIN 74-2900215 | Accounting | $17,700 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $395,088 | $172,932+128.5% | $119,258+231.3% | $86,799+355.2% |
| Participation rate | 99.9% | 89.4%+10.4pp | 82.7%+17.2pp | 72.3%+27.6pp |
| Annual return | 14.65% | 20.96%-6.3pp | 30.69%-16.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $18,331 | $5,487+234.1% | $4,384+318.1% | $2,405+662.1% |
| Participant deferral / active EE | $12,256 | $8,466+44.8% | $6,111+100.6% | $4,131+196.7% |
| Admin fee / account holder | $262 | $150+74.6% | $7,226-96.4% | $170+54.8% |