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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $327,148 |
Filed as: ARTHUR J GALLAGHER Service code 16 · EIN 35-2552359 | Consulting | $43,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,855 | $34,242+42.7% | $76,523-36.2% | $75,289-35.1% |
| Participation rate | 96.8% | 43.9%+52.9pp | 68.0%+28.8pp | 72.4%+24.4pp |
| Annual return | -6.18% | -0.98%-5.2pp | -0.27%-5.9pp | -0.04%-6.1pp |
| Employer contribution / active EE | $2,823 | $975+189.6% | $2,647+6.6% | $2,405+17.4% |
| Participant deferral / active EE | $9,007 | $1,872+381.0% | $3,835+134.8% | $3,739+140.9% |
| Admin fee / account holder | $81 | $112-27.2% | $4,848-98.3% | $102-20.4% |