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.4+ years Filed as: GFP INVESTMENT SERVICES INC. Service code 26 · EIN 45-4901170 135 EAST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $6,149 |
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $94,016 | $38,365+145.1% | $84,611+11.1% | $65,185+44.2% |
| Participation rate | 12.0% | 55.7%-43.7pp | 68.2%-56.2pp | 70.2%-58.2pp |
| Annual return | 25.40% | 32.00%-6.6pp | 258.74%-233.3pp | 29.38%-4.0pp |
| Employer contribution / active EE | $246 | $1,258-80.5% | $2,652-90.7% | $2,177-88.7% |
| Participant deferral / active EE | $435 | $2,278-80.9% | $3,899-88.8% | $3,514-87.6% |
| Admin fee / account holder | $356 | $451-21.2% | $4,912-92.8% | $847-58.0% |