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; Float revenue; Par... | $130,499 |
Filed as: GALLAGHER BENEFITS SERVICES INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $42,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $51,978 | $50,127+3.7% | $149,673-65.3% | $80,160-35.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 16.71% | 29.82%-13.1pp | 134.42%-117.7pp | 40.38%-23.7pp |
| Employer contribution / active EE | $1,754 | $1,865-5.9% | $4,818-63.6% | $2,978-41.1% |
| Participant deferral / active EE | $6,456 | $3,194+102.1% | $5,680+13.7% | $5,017+28.7% |
| Admin fee / account holder | $76 | $153-50.2% | $13,210-99.4% | $145-47.5% |