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 |
|---|---|---|
GATEWAY ADVISORY, LLC1 year Filed as: GATEWAY PARNTNERS HOLDINGS LLC Service code 27 100 W LAWRENCE ST, STE 304 · APPLETON, WI 54911 | Advisory (Plan) | $22,855 |
CORRELL CO.1 year Service code 13 · EIN 36-3492086 | Contract Administrator | $6,198 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,737 | $82,978+2.1% | $129,995-34.8% | $71,457+18.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 35.60% | 20.60%+15.0pp | -137.18%+172.8pp | 28.85%+6.8pp |
| Employer contribution / active EE | $8,922 | $2,622+240.3% | $4,320+106.5% | $2,588+244.8% |
| Participant deferral / active EE | $6,004 | $4,432+35.5% | $5,820+3.2% | $4,289+40.0% |
| Admin fee / account holder | $199 | $1,729-88.5% | $10,614-98.1% | $1,587-87.5% |