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 | $68,520 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,000 |
Filed as: ARTHUR J GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $8,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,128 | $43,717+0.9% | $81,478-45.8% | $77,958-43.4% |
| Participation rate | 49.9% | 42.5%+7.4pp | 68.0%-18.1pp | 71.6%-21.8pp |
| Annual return | 23.02% | 23.83%-0.8pp | 38.78%-15.8pp | 20.87%+2.2pp |
| Employer contribution / active EE | $797 | $919-13.3% | $2,568-69.0% | $2,310-65.5% |
| Participant deferral / active EE | $4,188 | $1,783+134.9% | $3,537+18.4% | $3,537+18.4% |
| Admin fee / account holder | $97 | $108-10.5% | $4,561-97.9% | $97-0.8% |