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 15 · EIN 13-3689044 | Recordkeeping | $54,456 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 04-3682160 | Advisory (Plan) | $25,000 |
GEORGE BAGLEY & COMPANY LLC2 years Service code 10 · EIN 36-2245607 | Accounting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,959 | $40,113+9.6% | $84,015-47.7% | $77,787-43.5% |
| Participation rate | 34.8% | 62.8%-28.0pp | 69.0%-34.2pp | 73.2%-38.4pp |
| Annual return | 22.31% | 23.27%-1.0pp | 71.31%-49.0pp | 32.57%-10.3pp |
| Employer contribution / active EE | $460 | $847-45.7% | $1,983-76.8% | $2,504-81.6% |
| Participant deferral / active EE | $1,361 | $2,030-33.0% | $3,239-58.0% | $3,967-65.7% |
| Admin fee / account holder | $226 | $92+146.3% | $6,101-96.3% | $100+125.5% |