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 27 · EIN 35-2552359 | Advisory (Plan) | $10,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,718 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,695 | $65,435-60.7% | $86,677-70.4% | $66,914-61.6% |
| Participation rate | 76.2% | 75.5%+0.7pp | 76.6%-0.4pp | 69.8%+6.4pp |
| Annual return | -16.08% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $856 | $2,153-60.3% | $2,836-69.8% | $2,544-66.4% |
| Participant deferral / active EE | $1,923 | $4,100-53.1% | $4,656-58.7% | $4,237-54.6% |
| Admin fee / account holder | $78 | $642-87.8% | $7,493-99.0% | $593-86.8% |