See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $91,996 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $21,862 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,040 | $50,982-86.2% | $154,803-95.5% | $85,563-91.8% |
| Participation rate | 93.3% | 59.8%+33.5pp | 78.1%+15.2pp | 66.0%+27.3pp |
| Annual return | 14.10% | 30.35%-16.3pp | 58.88%-44.8pp | 31.51%-17.4pp |
| Employer contribution / active EE | $133 | $1,708-92.2% | $4,305-96.9% | $2,654-95.0% |
| Participant deferral / active EE | $1,586 | $2,474-35.9% | $5,540-71.4% | $4,375-63.8% |
| Admin fee / account holder | $70 | $846-91.7% | $14,329-99.5% | $834-91.6% |