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 3-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 15 · EIN 71-0294708 | Recordkeeping | $126,638 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $65,674 |
BAKER TILLY US, LLP1 year Service code 26 1650 MARKET ST · PHILADELPHIA, PA 19103 | Advisory (Participants) | $27,300 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,432 |
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 | $65,582 | $155,364-57.8% | $103,476-36.6% | $77,643-15.5% |
| Participation rate | 97.7% | 85.5%+12.2pp | 80.5%+17.2pp | 70.6%+27.1pp |
| Annual return | 21.93% | 19.02%+2.9pp | 23.90%-2.0pp | 31.24%-9.3pp |
| Employer contribution / active EE | $5,625 | $5,949-5.4% | $4,672+20.4% | $2,726+106.4% |
| Participant deferral / active EE | $7,541 | $8,482-11.1% | $6,623+13.9% | $4,647+62.3% |
| Admin fee / account holder | $281 | $503-44.0% | $9,413-97.0% | $430-34.6% |