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 | $20,705 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,120 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,201 | $101,317-50.5% | $146,958-65.8% | $74,495-32.6% |
| Participation rate | 89.9% | 75.5%+14.4pp | 82.2%+7.8pp | 67.2%+22.7pp |
| Annual return | 17.49% | 8730.91%-8713.4pp | 418.34%-400.8pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $813 | $3,810-78.7% | $4,933-83.5% | $2,623-69.0% |
| Participant deferral / active EE | $6,154 | $7,303-15.7% | $8,070-23.7% | $4,346+41.6% |
| Admin fee / account holder | $116 | $1,739-93.3% | $12,998-99.1% | $1,942-94.0% |