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 22 · EIN 36-4291971 | Insurance Broker | $58,578 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $34,332 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Service code 52 · EIN 13-3179654 | Indirect Investment Fees | $0 |
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 | $51,824 | $155,795-66.7% | $136,294-62.0% | $69,631-25.6% |
| Participation rate | 95.1% | 75.2%+19.8pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 23.01% | 232464.33%-232441.3pp | 5155.94%-5132.9pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $2,232 | $2,991-25.4% | $4,695-52.5% | $2,032+9.8% |
| Participant deferral / active EE | $6,182 | $5,394+14.6% | $6,247-1.0% | $3,224+91.8% |
| Admin fee / account holder | $51 | $128-60.0% | $9,243-99.4% | $110-53.5% |