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 |
|---|---|---|
GESCHER HERBER GROUP LLC2 years Filed as: GESCHER HERBER GROUP, LLC Service code 15 · EIN 46-4600604 | Recordkeeping | $28,476 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,475 |
Service code 15 · EIN 93-0623130 | Recordkeeping | $11,600 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,246 | $65,561-14.2% | $86,188-34.7% | $75,163-25.2% |
| Participation rate | 95.8% | 60.5%+35.3pp | 69.0%+26.9pp | 67.2%+28.6pp |
| Annual return | 13.98% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,049 | $1,553-32.4% | $2,380-55.9% | $2,670-60.7% |
| Participant deferral / active EE | $3,622 | $3,024+19.8% | $3,985-9.1% | $4,125-12.2% |
| Admin fee / account holder | $354 | $5,474-93.5% | $6,852-94.8% | $5,651-93.7% |