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 |
|---|---|---|
GOLD GERSEIN GROUP, LLC2 years Filed as: GOLD GERSTEIN GROUP, LLC Service code 10 · EIN 26-3584493 | Accounting | $7,500 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,545 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,179 | $71,142+9.9% | $119,609-34.6% | $64,808+20.6% |
| Participation rate | 93.5% | 78.6%+14.9pp | 79.3%+14.3pp | 71.5%+22.1pp |
| Annual return | -15.59% | -10.01%-5.6pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $634 | $2,497-74.6% | $4,232-85.0% | $2,506-74.7% |
| Participant deferral / active EE | $3,153 | $4,490-29.8% | $5,602-43.7% | $4,310-26.9% |
| Admin fee / account holder | $33 | $162-79.8% | $10,323-99.7% | $188-82.5% |