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 15 · EIN 35-0145825 | Recordkeeping | $79,329 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $11,763 |
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.
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 | $18,366 | $91,762-80.0% | $67,502-72.8% | $77,643-76.3% |
| Participation rate | 95.4% | 75.9%+19.5pp | 72.9%+22.5pp | 70.6%+24.8pp |
| Annual return | 19.77% | 14.87%+4.9pp | 3512.12%-3492.4pp | 31.24%-11.5pp |
| Employer contribution / active EE | $3,128 | $3,181-1.7% | $2,731+14.5% | $2,726+14.8% |
| Participant deferral / active EE | $1,278 | $3,903-67.3% | $4,000-68.0% | $4,647-72.5% |
| Admin fee / account holder | $56 | $176-68.3% | $3,998-98.6% | $430-87.0% |