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 | $13,494 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,255 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $44,528 | $104,475-57.4% | $159,436-72.1% | $79,386-43.9% |
| Participation rate | 86.4% | 76.6%+9.8pp | 82.8%+3.6pp | 70.7%+15.7pp |
| Annual return | 17.07% | 67.95%-50.9pp | 263.57%-246.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,203 | $3,417-64.8% | $4,829-75.1% | $2,427-50.4% |
| Participant deferral / active EE | $8,440 | $6,467+30.5% | $7,352+14.8% | $4,046+108.6% |
| Admin fee / account holder | $108 | $711-84.8% | $10,799-99.0% | $626-82.8% |