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 | $105,577 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,065 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $13,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,480 | $155,795-42.6% | $136,294-34.3% | $69,631+28.5% |
| Participation rate | 91.6% | 75.2%+16.3pp | 81.9%+9.7pp | 70.7%+20.9pp |
| Annual return | 18.81% | 232464.33%-232445.5pp | 5155.94%-5137.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,148 | $2,991-28.2% | $4,695-54.3% | $2,032+5.7% |
| Participant deferral / active EE | $6,786 | $5,394+25.8% | $6,247+8.6% | $3,224+110.5% |
| Admin fee / account holder | $174 | $128+36.0% | $9,243-98.1% | $110+57.9% |