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 4-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 26 · EIN 71-0294708 | Advisory (Participants) | $19,689 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $14,355 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,465 | $64,612-8.0% | $86,436-31.2% | $64,808-8.2% |
| Participation rate | 93.5% | 81.5%+12.1pp | 80.3%+13.2pp | 71.5%+22.1pp |
| Annual return | -17.66% | 0.66%-18.3pp | 4394.89%-4412.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,938 | $2,744-29.4% | $3,769-48.6% | $2,506-22.7% |
| Participant deferral / active EE | $7,719 | $7,497+3.0% | $6,952+11.0% | $4,310+79.1% |
| Admin fee / account holder | $37 | $169-78.2% | $6,731-99.5% | $188-80.4% |