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 |
|---|---|---|
GFP INVESTMENT SERVICES, INC.1+ years Filed as: GFP INVESTMENT SERVICES INC Service code 26 · EIN 45-4901170 60 WEST BROAD ST · BETHLEHEM, PA 18018 | Advisory (Participants) | $20,242 |
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $338 |
US BANK2+ years Service code 68 · EIN 31-0841368 3121 MICHELSON DRIVE · IRVINE, CA 92612 | Soft dollars commissions | $247 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 68 P.O. BOX 2226 · OMAHA, NE 681032226 | Soft dollars commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,429 | $76,552+19.4% | $123,892-26.2% | $62,891+45.4% |
| Participation rate | 82.1% | 73.0%+9.2pp | 81.4%+0.7pp | 69.3%+12.8pp |
| Annual return | 7.57% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,261 | $2,883-56.3% | $4,617-72.7% | $2,281-44.7% |
| Participant deferral / active EE | $5,988 | $4,840+23.7% | $5,984+0.1% | $3,203+87.0% |
| Admin fee / account holder | $249 | $4,826-94.8% | $8,357-97.0% | $4,296-94.2% |