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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,181 | $59,839+115.9% | $81,983+57.6% | $79,858+61.8% |
| Participation rate | 99.0% | 61.6%+37.4pp | 69.2%+29.7pp | 69.6%+29.3pp |
| Annual return | 12.94% | 17.56%-4.6pp | 41.31%-28.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,310 | $1,713+268.3% | $2,498+152.6% | $2,471+155.4% |
| Participant deferral / active EE | $7,339 | $2,695+172.3% | $3,722+97.2% | $3,740+96.2% |
| Admin fee / account holder | $300 | $4,287-93.0% | $5,664-94.7% | $5,306-94.3% |