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 12 · EIN 13-3689044 | Recordkeeping fees; Sales loads (fron... | $130,653 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $39,926 |
POSTLETHWAITE & NETTERVILLE4 years Service code 10 · EIN 72-1202445 | Accounting | $12,500 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $80,437 | $45,000+78.7% | $143,757-44.0% | $77,904+3.3% |
| Participation rate | 95.5% | 66.8%+28.6pp | 80.3%+15.2pp | 73.7%+21.8pp |
| Annual return | -13.48% | 29.03%-42.5pp | -0.04%-13.4pp | 12.21%-25.7pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,996 | $3,157+90.0% | $5,637+6.4% | $4,806+24.8% |
| Admin fee / account holder | $26 | $98-73.8% | $14,673-99.8% | $133-80.6% |