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 | $72,537 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $56,256 | $40,522+38.8% | $84,611-33.5% | $67,579-16.8% |
| Participation rate | 53.6% | 51.1%+2.5pp | 68.2%-14.6pp | 71.3%-17.6pp |
| Annual return | 22.71% | 32.72%-10.0pp | 258.74%-236.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,214 | $1,146+5.9% | $2,652-54.2% | $2,148-43.5% |
| Participant deferral / active EE | $5,894 | $2,132+176.5% | $3,899+51.2% | $3,539+66.5% |
| Admin fee / account holder | $102 | $145-29.6% | $4,912-97.9% | $142-28.1% |