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.5+ years Filed as: GFP INVESTMENT SERVICES INC. Service code 26 · EIN 45-4901170 135 EAST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $7,390 |
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $12 |
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 | $108,714 | $43,133+152.0% | $89,391+21.6% | $73,488+47.9% |
| Participation rate | 7.1% | 55.0%-47.8pp | 68.0%-60.8pp | 70.7%-63.5pp |
| Annual return | 30.56% | 135.66%-105.1pp | 245.62%-215.1pp | 28.51%+2.0pp |
| Employer contribution / active EE | $338 | $1,438-76.5% | $2,586-86.9% | $2,270-85.1% |
| Participant deferral / active EE | $318 | $2,445-87.0% | $3,890-91.8% | $3,740-91.5% |
| Admin fee / account holder | $511 | $444+15.0% | $4,881-89.5% | $513-0.5% |