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 | $105,730 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,478 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $19,425 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $13,750 |
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 | $123,392 | $120,450+2.4% | $159,436-22.6% | $93,030+32.6% |
| Participation rate | 94.1% | 78.0%+16.2pp | 82.8%+11.3pp | 73.9%+20.2pp |
| Annual return | 15.52% | 27.11%-11.6pp | 263.57%-248.0pp | 158.70%-143.2pp |
| Employer contribution / active EE | $2,704 | $3,526-23.3% | $4,829-44.0% | $2,7060% |
| Participant deferral / active EE | $9,347 | $7,283+28.3% | $7,352+27.1% | $4,562+104.9% |
| Admin fee / account holder | $129 | $137-5.4% | $10,799-98.8% | $152-14.7% |