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 | $9,259 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,516 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $32,825 | $99,957-67.2% | $149,696-78.1% | $73,488-55.3% |
| Participation rate | 72.2% | 75.7%-3.5pp | 82.5%-10.3pp | 70.7%+1.5pp |
| Annual return | 16.85% | 53.87%-37.0pp | 276.60%-259.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $581 | $3,191-81.8% | $4,644-87.5% | $2,270-74.4% |
| Participant deferral / active EE | $4,260 | $6,073-29.8% | $6,842-37.7% | $3,740+13.9% |
| Admin fee / account holder | $76 | $551-86.1% | $9,309-99.2% | $513-85.1% |