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 42-0127290 | Contract Administrator | $119,858 |
BENTLEY1 year Service code 10 · EIN 68-0123642 | Accounting | $21,000 |
Filed as: GALLAGHER BENEFIT SERVIC Service code 27 · EIN 32-2481781 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,134 | $42,353+30.2% | $79,550-30.7% | $64,808-14.9% |
| Participation rate | 93.8% | 64.8%+29.0pp | 69.5%+24.3pp | 71.5%+22.3pp |
| Annual return | -15.26% | -12.24%-3.0pp | 0.16%-15.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $920 | $1,181-22.1% | $2,413-61.9% | $2,506-63.3% |
| Participant deferral / active EE | $6,373 | $3,170+101.0% | $3,985+59.9% | $4,310+47.9% |
| Admin fee / account holder | $319 | $160+100.1% | $6,832-95.3% | $188+70.0% |