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 13 · EIN 42-0127290 | Contract Administrator | $134,815 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,979 | $106,028+5.6% | $146,958-23.8% | $77,643+44.2% |
| Participation rate | 80.8% | 78.4%+2.4pp | 82.2%-1.4pp | 70.6%+10.2pp |
| Annual return | 14.81% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,442 | $4,063-15.3% | $4,933-30.2% | $2,726+26.3% |
| Participant deferral / active EE | $10,732 | $7,990+34.3% | $8,070+33.0% | $4,647+130.9% |
| Admin fee / account holder | $331 | $337-2.0% | $12,998-97.5% | $430-23.1% |