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 |
|---|---|---|
THE GLEASON GROUP1 year Service code 27 · EIN 47-4017279 9418 NORTON COMMONS BLVD STE 100 · PROSPECT, KY 40059 | Advisory (Plan) | $0 |
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).
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 | $35,745 | $36,767-2.8% | $81,478-56.1% | $62,292-42.6% |
| Participation rate | 28.5% | 54.4%-26.0pp | 68.0%-39.5pp | 69.5%-41.1pp |
| Annual return | 22.34% | 173.80%-151.5pp | 38.78%-16.4pp | 28.90%-6.6pp |
| Employer contribution / active EE | $513 | $1,128-54.5% | $2,568-80.0% | $2,042-74.9% |
| Participant deferral / active EE | $830 | $2,111-60.7% | $3,537-76.5% | $3,169-73.8% |
| Admin fee / account holder | $235 | $797-70.5% | $4,561-94.8% | $479-51.0% |