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 Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,753 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,608 | $75,388+65.3% | $123,544+0.9% | $55,725+123.6% |
| Participation rate | 94.4% | 75.7%+18.8pp | 82.3%+12.1pp | 70.9%+23.6pp |
| Annual return | -5.16% | 4.48%-9.6pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,683 | $3,063+20.2% | $4,628-20.4% | $2,078+77.2% |
| Participant deferral / active EE | $13,990 | $5,651+147.6% | $6,426+117.7% | $3,356+316.9% |
| Admin fee / account holder | $19 | $120-84.0% | $9,284-99.8% | $115-83.4% |