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 | $36,887 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $12,250 |
Filed as: GALLAGHAR BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $10,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,672 | $100,801-52.7% | $149,696-68.2% | $73,409-35.1% |
| Participation rate | 69.0% | 77.7%-8.7pp | 82.5%-13.5pp | 72.2%-3.2pp |
| Annual return | 24.32% | 265.34%-241.0pp | 276.60%-252.3pp | 59.29%-35.0pp |
| Employer contribution / active EE | $2,440 | $3,312-26.3% | $4,644-47.5% | $2,234+9.2% |
| Participant deferral / active EE | $4,984 | $6,404-22.2% | $6,842-27.2% | $3,805+31.0% |
| Admin fee / account holder | $182 | $181+0.4% | $9,309-98.0% | $158+15.0% |