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 · EIN 36-4291971 | Other Fees | $12,176 |
Filed as: PARK CAPITAL MANAGEMENT, LLC Service code 99 · EIN 27-0974719 | Other Fees | $2,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,562 | $49,173-43.9% | $121,098-77.2% | $75,163-63.3% |
| Participation rate | 96.5% | 55.4%+41.1pp | 69.5%+27.0pp | 67.2%+29.3pp |
| Annual return | 16.97% | 55.99%-39.0pp | 985.75%-968.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,133 | $1,546+38.0% | $4,164-48.8% | $2,670-20.1% |
| Participant deferral / active EE | $5,569 | $2,628+111.9% | $4,080+36.5% | $4,125+35.0% |
| Admin fee / account holder | $9 | $3,942-99.8% | $5,644-99.8% | $5,651-99.8% |