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 Service code 16 · EIN 36-4291971 | Consulting | $15,529 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,011 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,012 | $66,310-27.6% | $93,606-48.7% | $65,185-26.3% |
| Participation rate | 82.6% | 74.0%+8.6pp | 75.8%+6.8pp | 70.2%+12.4pp |
| Annual return | 23.38% | 42.58%-19.2pp | 32.76%-9.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,394 | $2,012-30.7% | $2,718-48.7% | $2,177-35.9% |
| Participant deferral / active EE | $2,850 | $3,342-14.7% | $4,069-29.9% | $3,514-18.9% |
| Admin fee / account holder | $166 | $6,897-97.6% | $7,888-97.9% | $847-80.4% |