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 | $58,327 |
Filed as: GALLAGHER RETIREMENT SERVICES Service code 17 · EIN 04-3682160 | Pension Consulting | $25,000 |
GEORGE BAGLEY & COMPANY LLC3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,136 | $43,466+10.7% | $90,951-47.1% | $90,288-46.7% |
| Participation rate | 38.9% | 62.5%-23.5pp | 69.0%-30.1pp | 73.4%-34.4pp |
| Annual return | 15.73% | 25.26%-9.5pp | 134.60%-118.9pp | 53.97%-38.2pp |
| Employer contribution / active EE | $450 | $840-46.4% | $2,122-78.8% | $2,524-82.2% |
| Participant deferral / active EE | $1,594 | $2,138-25.4% | $3,373-52.7% | $4,232-62.3% |
| Admin fee / account holder | $212 | $92+131.3% | $5,959-96.4% | $114+86.3% |