See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,300 |
Filed as: GALLAGHAR BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $25,000 |
MELTON & MELTON LLP5 years Service code 10 · EIN 74-1550819 | Accounting | $22,261 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,748 | $106,028-33.3% | $146,958-51.9% | $77,643-8.9% |
| Participation rate | 74.9% | 78.4%-3.5pp | 82.2%-7.3pp | 70.6%+4.3pp |
| Annual return | 17.01% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,725 | $4,063-32.9% | $4,933-44.8% | $2,7260% |
| Participant deferral / active EE | $6,452 | $7,990-19.3% | $8,070-20.1% | $4,647+38.8% |
| Admin fee / account holder | $163 | $337-51.7% | $12,998-98.7% | $430-62.2% |