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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 99 | Other Fees | $60,784 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 31-1582098 4615 SOUTHWEST FREEWAY, SUITE 300 · HOUSTON, TX 77027 | Other Services | $12,275 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,343 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $585 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,567 | $106,110-14.6% | $147,005-38.4% | $77,671+16.6% |
| Participation rate | 81.4% | 78.4%+3.0pp | 82.2%-0.7pp | 70.6%+10.9pp |
| Annual return | 20.55% | 56.77%-36.2pp | 418.76%-398.2pp | 31.21%-10.7pp |
| Employer contribution / active EE | $5,272 | $4,065+29.7% | $4,934+6.8% | $2,726+93.4% |
| Participant deferral / active EE | $12,347 | $7,992+54.5% | $8,070+53.0% | $4,648+165.6% |
| Admin fee / account holder | $45 | $338-86.7% | $13,006-99.7% | $430-89.6% |