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 15 · EIN 35-0145825 | Recordkeeping | $27,767 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $11,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,777 | $50,815-11.9% | $155,509-71.2% | $77,643-42.3% |
| Participation rate | 26.9% | 63.1%-36.2pp | 78.2%-51.3pp | 70.6%-43.7pp |
| Annual return | 9.98% | 34.80%-24.8pp | 64.67%-54.7pp | 31.24%-21.3pp |
| Employer contribution / active EE | $371 | $1,993-81.4% | $4,672-92.1% | $2,726-86.4% |
| Participant deferral / active EE | $1,010 | $2,822-64.2% | $5,626-82.0% | $4,647-78.3% |
| Admin fee / account holder | $16 | $437-96.4% | $15,912-99.9% | $430-96.4% |