See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GIRARD ADVISORY SERVICES LLC Service code 27 · EIN 23-2802378 | Advisory (Plan) | $48,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,343 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,512 | $101,317+45.6% | $146,958+0.4% | $74,495+98.0% |
| Participation rate | 86.5% | 75.5%+10.9pp | 82.2%+4.3pp | 67.2%+19.3pp |
| Annual return | 18.57% | 8730.91%-8712.3pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $4,699 | $3,810+23.3% | $4,933-4.7% | $2,623+79.1% |
| Participant deferral / active EE | $6,813 | $7,303-6.7% | $8,070-15.6% | $4,346+56.8% |
| Admin fee / account holder | $215 | $1,739-87.6% | $12,998-98.3% | $1,942-88.9% |