See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $43,334 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $21,849 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,750 | $50,982-29.9% | $154,803-76.9% | $85,563-58.2% |
| Participation rate | 80.5% | 59.8%+20.7pp | 78.1%+2.4pp | 66.0%+14.5pp |
| Annual return | 11.32% | 30.35%-19.0pp | 58.88%-47.6pp | 31.51%-20.2pp |
| Employer contribution / active EE | $694 | $1,708-59.4% | $4,305-83.9% | $2,654-73.8% |
| Participant deferral / active EE | $2,028 | $2,474-18.0% | $5,540-63.4% | $4,375-53.6% |
| Admin fee / account holder | $119 | $846-85.9% | $14,329-99.2% | $834-85.7% |