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 | $175,335 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $72,000 |
BDO USA, LLP8+ years Service code 10 · EIN 13-5381590 | Accounting | $62,700 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $188,312 | $95,388+97.4% | $125,339+50.2% | $77,904+141.7% |
| Participation rate | 98.4% | 78.6%+19.8pp | 82.4%+16.0pp | 73.7%+24.7pp |
| Annual return | -14.18% | 116.19%-130.4pp | 572.05%-586.2pp | 12.21%-26.4pp |
| Employer contribution / active EE | $4,713 | $3,666+28.6% | $4,814-2.1% | $2,848+65.5% |
| Participant deferral / active EE | $10,825 | $7,711+40.4% | $7,446+45.4% | $4,806+125.2% |
| Admin fee / account holder | $113 | $119-5.1% | $10,010-98.9% | $133-14.9% |