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 LLC4 years Filed as: GESCHER HERBER GROUP, LLC Service code 15 · EIN 46-4600604 | Recordkeeping | $17,941 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,531 |
Service code 15 · EIN 93-0623130 | Recordkeeping | $8,600 |
ADP BROKER-DEALER4 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 | $58,267 | $66,098-11.8% | $101,794-42.8% | $74,304-21.6% |
| Participation rate | 94.1% | 53.8%+40.4pp | 69.2%+24.9pp | 60.3%+33.8pp |
| Annual return | 13.70% | 19.59%-5.9pp | 30.53%-16.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $662 | $1,082-38.8% | $2,289-71.1% | $2,241-70.5% |
| Participant deferral / active EE | $3,296 | $2,781+18.5% | $4,084-19.3% | $3,767-12.5% |
| Admin fee / account holder | $314 | $4,146-92.4% | $8,777-96.4% | $2,969-89.4% |