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 37 · EIN 04-2647786 | Loan Processing | $30,025 |
Filed as: GALLAGHER BENEFIT Service code 26 · EIN 36-4291971 | Advisory (Participants) | $12,000 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,000 |
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 | $79,964 | $56,152+42.4% | $185,823-57.0% | $73,409+8.9% |
| Participation rate | 90.3% | 67.6%+22.7pp | 78.0%+12.2pp | 72.2%+18.1pp |
| Annual return | 16.18% | 17.59%-1.4pp | 35.95%-19.8pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,271 | $1,532-17.1% | $4,087-68.9% | $2,234-43.1% |
| Participant deferral / active EE | $6,524 | $3,659+78.3% | $5,632+15.8% | $3,805+71.5% |
| Admin fee / account holder | $107 | $132-19.0% | $9,500-98.9% | $158-32.3% |