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 13 · EIN 06-1050034 | Contract Administrator | $55,718 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,477 | $42,582+86.6% | $171,082-53.5% | $57,658+37.8% |
| Participation rate | 46.2% | 63.9%-17.7pp | 76.7%-30.5pp | 70.2%-24.0pp |
| Annual return | 8.32% | 308.67%-300.4pp | 32.56%-24.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,036 | $1,306-20.7% | $4,002-74.1% | $1,974-47.5% |
| Participant deferral / active EE | $2,264 | $2,933-22.8% | $4,797-52.8% | $3,061-26.0% |
| Admin fee / account holder | $269 | $82+226.2% | $8,520-96.8% | $95+184.1% |