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 9-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 | $24,074 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $22,194 |
SENTINEL PENSION LLC1 year Service code 29 · EIN 72-0999988 | Legal | $6,500 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $5,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,065 | $101,317-46.6% | $146,958-63.2% | $74,495-27.4% |
| Participation rate | 78.8% | 75.5%+3.3pp | 82.2%-3.4pp | 67.2%+11.6pp |
| Annual return | 29.49% | 8730.91%-8701.4pp | 418.34%-388.9pp | 1364.94%-1335.5pp |
| Employer contribution / active EE | $2,792 | $3,810-26.7% | $4,933-43.4% | $2,623+6.4% |
| Participant deferral / active EE | $8,518 | $7,303+16.6% | $8,070+5.6% | $4,346+96.0% |
| Admin fee / account holder | $349 | $1,739-79.9% | $12,998-97.3% | $1,942-82.0% |