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 9-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 |
|---|---|---|
GBQ CONSULTING1 year Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $13,300 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,650 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,937 | $51,197-68.9% | $82,719-80.7% | $66,914-76.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | 137.25% | -9.64%+146.9pp | 701.18%-563.9pp | 1.58%+135.7pp |
| Employer contribution / active EE | $2,274 | $2,611-12.9% | $3,009-24.4% | $2,544-10.6% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $164 | $416-60.6% | $5,329-96.9% | $593-72.4% |