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 | $565,978 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $32,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $19,029 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $12,906 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2555359 | Advisory (Plan) | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,290 | $68,904-69.1% | $169,463-87.4% | $68,904-69.1% |
| Participation rate | 83.9% | 74.1%+9.8pp | 77.8%+6.1pp | 74.1%+9.8pp |
| Annual return | -6.08% | 1.07%-7.1pp | 1.83%-7.9pp | 1.07%-7.1pp |
| Employer contribution / active EE | $561 | $2,540-77.9% | $4,159-86.5% | $2,540-77.9% |
| Participant deferral / active EE | $2,575 | $4,015-35.9% | $5,277-51.2% | $4,015-35.9% |
| Admin fee / account holder | $74 | $71+3.3% | $9,109-99.2% | $71+3.3% |