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 3-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 99 | Other Fees | $82,874 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 49 | Other Services | $24,868 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,551 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $0 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 49 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,138 | $122,186-64.7% | $146,958-70.6% | $199,593-78.4% |
| Participation rate | 89.6% | 78.3%+11.3pp | 82.2%+7.4pp | 72.0%+17.6pp |
| Annual return | 27.78% | 30.56%-2.8pp | 418.34%-390.6pp | 34.25%-6.5pp |
| Employer contribution / active EE | $4,550 | $4,093+11.2% | $4,933-7.8% | $3,034+49.9% |
| Participant deferral / active EE | $8,726 | $8,502+2.6% | $8,070+8.1% | $5,087+71.5% |
| Admin fee / account holder | $153 | $179-14.4% | $12,998-98.8% | $269-43.1% |