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 | $69,775 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,000 |
Service code 10 · EIN 43-1947695 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,454 | $46,966+88.3% | $185,117-52.2% | $69,631+27.0% |
| Participation rate | 44.4% | 65.3%-20.8pp | 77.3%-32.8pp | 70.7%-26.2pp |
| Annual return | 16.81% | 22.36%-5.6pp | 40.50%-23.7pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,219 | $1,360-10.4% | $4,182-70.8% | $2,032-40.0% |
| Participant deferral / active EE | $2,529 | $3,017-16.2% | $5,045-49.9% | $3,224-21.5% |
| Admin fee / account holder | $483 | $94+414.4% | $8,159-94.1% | $110+337.1% |