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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,973 |
GREYSTONE CONSULTING3 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $32,127 |
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 | $335,215 | $331,159+1.2% | $112,887+196.9% | $74,419+350.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 80.5%+19.5pp | 70.7%+29.3pp |
| Annual return | 19.24% | 21.62%-2.4pp | 34.10%-14.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $19,448 | $5,469+255.6% | $4,563+326.2% | $2,637+637.4% |
| Participant deferral / active EE | $13,501 | $8,097+66.8% | $6,513+107.3% | $4,528+198.2% |
| Admin fee / account holder | $84 | $281-70.2% | $7,047-98.8% | $348-76.0% |