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 |
|---|---|---|
GRB FINANCIAL, LLC4+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $30,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,424 | $50,958+48.0% | $74,550+1.2% | $64,186+17.5% |
| Participation rate | 98.6% | 61.1%+37.5pp | 69.1%+29.4pp | 69.6%+29.0pp |
| Annual return | -3.87% | -1.86%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $990 | $1,115-11.2% | $1,961-49.5% | $2,381-58.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $346 | $4,223-91.8% | $5,060-93.2% | $4,888-92.9% |