See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $55,108 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,865 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 14 · EIN 13-3745616 | Plan Administrator | $11,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $67,843 | $145,877-53.5% | $150,045-54.8% | $102,872-34.1% |
| Participation rate | 28.6% | 79.8%-51.3pp | 82.3%-53.8pp | 73.0%-44.5pp |
| Annual return | 31.83% | 21.37%+10.5pp | 62.55%-30.7pp | 19.06%+12.8pp |
| Employer contribution / active EE | $1,422 | $4,710-69.8% | $4,693-69.7% | $3,526-59.7% |
| Participant deferral / active EE | $3,301 | $9,491-65.2% | $7,997-58.7% | $5,535-40.4% |
| Admin fee / account holder | $119 | $176-32.3% | $13,435-99.1% | $292-59.3% |