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 1100 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Advisory (Plan) | $15,000 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $4,915 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,576 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,959 | $49,915-13.9% | $154,803-72.2% | $74,304-42.2% |
| Participation rate | 40.1% | 54.0%-13.9pp | 78.1%-38.0pp | 60.3%-20.3pp |
| Annual return | 11.85% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.6pp |
| Employer contribution / active EE | $985 | $1,611-38.9% | $4,305-77.1% | $2,241-56.1% |
| Participant deferral / active EE | $1,448 | $2,255-35.8% | $5,540-73.9% | $3,767-61.6% |
| Admin fee / account holder | $132 | $2,189-94.0% | $14,329-99.1% | $2,969-95.6% |