See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GFS WEALTH MGMT ADVISORS INC Service code 27 · EIN 81-4074304 | Advisory (Plan) | $36,194 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,666 | $101,317+18.1% | $146,958-18.6% | $74,495+60.6% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.2%+6.3pp | 67.2%+21.3pp |
| Annual return | 15.00% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $4,642 | $3,810+21.8% | $4,933-5.9% | $2,623+77.0% |
| Participant deferral / active EE | $10,341 | $7,303+41.6% | $8,070+28.1% | $4,346+138.0% |
| Admin fee / account holder | $261 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |