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.2+ years Filed as: GFP INVESTMENT SERVICES INC Service code 26 · EIN 45-4901170 60 WEST BROAD ST · BETHLEHEM, PA 18018 | Advisory (Participants) | $23,064 |
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $378 |
US BANK3+ years Service code 68 · EIN 31-0841368 3121 MICHELSON DRIVE · IRVINE, CA 92612 | Soft dollars commissions | $216 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 68 P.O. BOX 2226 · OMAHA, NE 681032226 | Soft dollars commissions | $49 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,846 | $85,766+25.7% | $136,294-20.9% | $70,131+53.8% |
| Participation rate | 84.7% | 74.2%+10.6pp | 81.9%+2.8pp | 69.5%+15.2pp |
| Annual return | 17.71% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,312 | $2,966-55.8% | $4,695-72.1% | $2,342-44.0% |
| Participant deferral / active EE | $5,991 | $5,051+18.6% | $6,247-4.1% | $3,332+79.8% |
| Admin fee / account holder | $715 | $5,420-86.8% | $9,243-92.3% | $4,645-84.6% |