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 | $85,768 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $44,650 |
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 | $59,566 | $331,159-82.0% | $112,887-47.2% | $74,419-20.0% |
| Participation rate | 99.6% | 81.4%+18.2pp | 80.5%+19.0pp | 70.7%+28.8pp |
| Annual return | 26.12% | 21.62%+4.5pp | 34.10%-8.0pp | 34.38%-8.3pp |
| Employer contribution / active EE | $5,200 | $5,469-4.9% | $4,563+13.9% | $2,637+97.2% |
| Participant deferral / active EE | $7,205 | $8,097-11.0% | $6,513+10.6% | $4,528+59.1% |
| Admin fee / account holder | $189 | $281-32.6% | $7,047-97.3% | $348-45.6% |