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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $123,223 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,000 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | 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 | $96,134 | $84,948+13.2% | $70,449+36.5% | $73,409+31.0% |
| Participation rate | 97.2% | 79.9%+17.3pp | 75.1%+22.2pp | 72.2%+25.0pp |
| Annual return | 14.30% | 13.39%+0.9pp | 109.03%-94.7pp | 59.29%-45.0pp |
| Employer contribution / active EE | $3,141 | $2,834+10.8% | $2,737+14.8% | $2,234+40.6% |
| Participant deferral / active EE | $8,412 | $3,387+148.4% | $3,709+126.8% | $3,805+121.1% |
| Admin fee / account holder | $268 | $98+172.7% | $3,845-93.0% | $158+69.5% |