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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $54,416 |
Filed as: GALLAGHER BENEFITS SERVICES INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $48,758 | $56,095-13.1% | $178,490-72.7% | $90,288-46.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 18.55% | 28.81%-10.3pp | 151.07%-132.5pp | 53.97%-35.4pp |
| Employer contribution / active EE | $979 | $1,572-37.8% | $5,011-80.5% | $2,524-61.2% |
| Participant deferral / active EE | $5,237 | $2,669+96.2% | $5,202+0.7% | $4,232+23.7% |
| Admin fee / account holder | $45 | $101-55.0% | $13,984-99.7% | $114-60.3% |