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 10-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 | $37,999 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,615 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,837 | $106,110-67.2% | $147,005-76.3% | $77,671-55.1% |
| Participation rate | 54.6% | 78.4%-23.7pp | 82.2%-27.5pp | 70.6%-15.9pp |
| Annual return | 15.01% | 56.77%-41.8pp | 418.76%-403.8pp | 31.21%-16.2pp |
| Employer contribution / active EE | $1,310 | $4,065-67.8% | $4,934-73.4% | $2,726-51.9% |
| Participant deferral / active EE | $3,087 | $7,992-61.4% | $8,070-61.8% | $4,648-33.6% |
| Admin fee / account holder | $164 | $338-51.5% | $13,006-98.7% | $430-61.9% |