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 37 · EIN 04-2647786 | Loan Processing | $42,662 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,000 |
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 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 | $25,627 | $85,135-69.9% | $98,907-74.1% | $73,409-65.1% |
| Participation rate | 91.4% | 81.1%+10.3pp | 76.0%+15.4pp | 72.2%+19.2pp |
| Annual return | 16.89% | 19.14%-2.2pp | 196.43%-179.5pp | 59.29%-42.4pp |
| Employer contribution / active EE | $778 | $2,721-71.4% | $2,689-71.1% | $2,234-65.2% |
| Participant deferral / active EE | $2,922 | $4,349-32.8% | $4,244-31.2% | $3,805-23.2% |
| Admin fee / account holder | $153 | $139+10.1% | $6,642-97.7% | $158-2.9% |