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 7-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 | $153,290 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 10 · EIN 36-4291971 | Accounting | $27,500 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $6,750 |
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 | $32,661 | $77,904-58.1% | $71,735-54.5% | $77,904-58.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 62.3%+37.7pp | 73.7%+26.3pp |
| Annual return | -16.84% | 12.21%-29.0pp | 9.14%-26.0pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,888 | $2,848-33.7% | $1,704+10.8% | $2,848-33.7% |
| Participant deferral / active EE | $4,150 | $4,806-13.7% | $2,658+56.1% | $4,806-13.7% |
| Admin fee / account holder | $103 | $133-22.2% | $3,974-97.4% | $133-22.2% |