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 ... | $96,566 |
Filed as: GALLAGHER BENEFITS SERVICES INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,000 |
NATIONAL FINANCIAL SERVICES8+ 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 | $45,880 | $45,000+2.0% | $143,757-68.1% | $77,904-41.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -15.39% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,432 | $1,870-23.4% | $4,951-71.1% | $2,848-49.7% |
| Participant deferral / active EE | $6,320 | $3,157+100.2% | $5,637+12.1% | $4,806+31.5% |
| Admin fee / account holder | $53 | $98-46.7% | $14,673-99.6% | $133-60.4% |