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 INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,472 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $169,429 | $86,332+96.3% | $125,175+35.4% | $65,185+159.9% |
| Participation rate | 68.3% | 75.3%-7.1pp | 79.8%-11.5pp | 70.2%-1.9pp |
| Annual return | 20.92% | 27.43%-6.5pp | 43.79%-22.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,412 | $2,040-30.8% | $3,865-63.5% | $2,177-35.1% |
| Participant deferral / active EE | $4,627 | $3,537+30.8% | $4,937-6.3% | $3,514+31.7% |
| Admin fee / account holder | $265 | $609-56.6% | $9,702-97.3% | $847-68.8% |