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 7-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 | $40,504 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,000 |
SIKICH LLP1 year Filed as: SIKICH Service code 10 · EIN 54-1172176 | Accounting | $17,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,128 | $106,028-35.7% | $146,958-53.6% | $77,643-12.3% |
| Participation rate | 68.0% | 78.4%-10.3pp | 82.2%-14.1pp | 70.6%-2.5pp |
| Annual return | 14.93% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,856 | $4,063-54.3% | $4,933-62.4% | $2,726-31.9% |
| Participant deferral / active EE | $6,283 | $7,990-21.4% | $8,070-22.1% | $4,647+35.2% |
| Admin fee / account holder | $203 | $337-39.9% | $12,998-98.4% | $430-52.8% |