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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $68,313 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
BURLEIGH CONSULTING GROUP1+ years Service code 15 465 JACK KRAMER DRIVE - STE 2 · MEMPHIS, TN 38117 | Recordkeeping | $41,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,616 | $99,078-43.9% | $96,544-42.4% | $74,419-25.3% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.0%-14.9pp | 70.7%-9.6pp |
| Annual return | 17.44% | 22.48%-5.0pp | 25.84%-8.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $965 | $2,570-62.4% | $2,965-67.4% | $2,637-63.4% |
| Participant deferral / active EE | $2,063 | $4,933-58.2% | $4,851-57.5% | $4,528-54.4% |
| Admin fee / account holder | $220 | $225-2.2% | $8,252-97.3% | $348-36.8% |