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 |
|---|---|---|
G&S CAPITAL LLC8 years Service code 27 · EIN 20-2435247 | Advisory (Plan) | $34,100 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,322 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,981 | $101,317-28.0% | $146,958-50.3% | $74,495-2.0% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 12.18% | 8730.91%-8718.7pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,688 | $3,810-29.4% | $4,933-45.5% | $2,623+2.5% |
| Participant deferral / active EE | $7,811 | $7,303+6.9% | $8,070-3.2% | $4,346+79.7% |
| Admin fee / account holder | $360 | $1,739-79.3% | $12,998-97.2% | $1,942-81.5% |