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 DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $37,601 |
TRIAD ADVISORS INC3 years Filed as: TRIAD INSURANCE AGENCY INC Service code 55 5185 PEACHTREE PKWY #280 · NORCORSS, GA 300926541 | Other Commissions | $52 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,327 | $77,314+161.7% | $177,989+13.7% | $80,856+150.2% |
| Participation rate | 75.9% | 65.7%+10.3pp | 77.1%-1.1pp | 67.6%+8.3pp |
| Annual return | 11.78% | 18.09%-6.3pp | 294.48%-282.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,340 | $2,292-41.5% | $3,949-66.1% | $2,755-51.3% |
| Participant deferral / active EE | $8,576 | $4,411+94.4% | $6,276+36.6% | $4,296+99.6% |
| Admin fee / account holder | $428 | $7,191-94.0% | $10,363-95.9% | $6,918-93.8% |