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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $52,000 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,581 |
Service code 10 · EIN 74-1695589 | Accounting | $12,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$28,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,670 | $89,436+216.1% | $164,813+71.5% | $77,643+264.1% |
| Participation rate | 94.8% | 78.6%+16.2pp | 78.6%+16.2pp | 70.6%+24.2pp |
| Annual return | 17.30% | 28.83%-11.5pp | 69.93%-52.6pp | 31.24%-13.9pp |
| Employer contribution / active EE | $15,361 | $2,569+498.0% | $4,341+253.9% | $2,726+463.5% |
| Participant deferral / active EE | $17,979 | $4,897+267.2% | $6,031+198.1% | $4,647+286.9% |
| Admin fee / account holder | $243 | $339-28.5% | $12,690-98.1% | $430-43.6% |