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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.
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 GLORYBEE NATURAL SWEETNERS, INC. · OMAHA, NE 68124 | Accounting | $11,125 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $9,333 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,421 | $63,442-50.5% | $68,791-54.3% | $66,914-53.0% |
| Participation rate | 48.6% | 60.0%-11.3pp | 69.0%-20.4pp | 69.8%-21.2pp |
| Annual return | -7.05% | -8.29%+1.2pp | -6.38%-0.7pp | 1.58%-8.6pp |
| Employer contribution / active EE | $316 | $1,775-82.2% | $2,655-88.1% | $2,544-87.6% |
| Participant deferral / active EE | $2,208 | $2,945-25.0% | $3,941-44.0% | $4,237-47.9% |
| Admin fee / account holder | $102 | $577-82.4% | $4,932-97.9% | $593-82.9% |