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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $68,717 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,224 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,179 | $89,808+8.2% | $100,391-3.2% | $77,643+25.2% |
| Participation rate | 41.7% | 81.2%-39.5pp | 81.5%-39.7pp | 70.6%-28.8pp |
| Annual return | 14.63% | 20.62%-6.0pp | 49.20%-34.6pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,024 | $3,039-33.4% | $3,942-48.7% | $2,726-25.7% |
| Participant deferral / active EE | $5,715 | $8,284-31.0% | $8,082-29.3% | $4,647+23.0% |
| Admin fee / account holder | $40 | $174-76.8% | $7,899-99.5% | $430-90.6% |