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 | Claims processing; Recordkeeping and ... | $70,942 |
Filed as: GALLAGHER BENEFITS SERVICES INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,500 |
NATIONAL FINANCIAL SERVICES7+ 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 | $54,452 | $67,512-19.3% | $185,823-70.7% | $93,030-41.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 13.58% | 21.04%-7.5pp | 122.05%-108.5pp | 158.70%-145.1pp |
| Employer contribution / active EE | $2,526 | $1,783+41.7% | $5,167-51.1% | $2,706-6.6% |
| Participant deferral / active EE | $6,002 | $3,035+97.7% | $5,568+7.8% | $4,562+31.6% |
| Admin fee / account holder | $47 | $318-85.0% | $16,237-99.7% | $152-68.7% |