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 LLC1 year Service code 27 · EIN 20-2435247 | Advisory (Plan) | $20,149 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,018 |
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 | $41,951 | $80,753-48.1% | $136,294-69.2% | $62,292-32.7% |
| Participation rate | 94.5% | 73.5%+21.0pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 20.66% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.2pp |
| Employer contribution / active EE | $2,279 | $2,884-21.0% | $4,695-51.5% | $2,042+11.6% |
| Participant deferral / active EE | $6,330 | $5,164+22.6% | $6,247+1.3% | $3,169+99.7% |
| Admin fee / account holder | $205 | $525-61.0% | $9,243-97.8% | $479-57.3% |