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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $7,150 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,713 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,384 | $89,652-71.7% | $141,162-82.0% | $65,185-61.1% |
| Participation rate | 59.3% | 74.7%-15.4pp | 82.5%-23.2pp | 70.2%-10.9pp |
| Annual return | 26.55% | 32.79%-6.2pp | 71.39%-44.8pp | 29.38%-2.8pp |
| Employer contribution / active EE | $460 | $3,065-85.0% | $4,735-90.3% | $2,177-78.9% |
| Participant deferral / active EE | $3,150 | $5,691-44.6% | $6,709-53.0% | $3,514-10.3% |
| Admin fee / account holder | $58 | $569-89.7% | $10,261-99.4% | $847-93.1% |