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) | $42,030 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $20,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,689 | $50,815-23.9% | $155,509-75.1% | $77,643-50.2% |
| Participation rate | 72.1% | 63.1%+9.0pp | 78.2%-6.1pp | 70.6%+1.5pp |
| Annual return | 12.90% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,498 | $1,993+25.4% | $4,672-46.5% | $2,726-8.3% |
| Participant deferral / active EE | $1,639 | $2,822-41.9% | $5,626-70.9% | $4,647-64.7% |
| Admin fee / account holder | $141 | $437-67.8% | $15,912-99.1% | $430-67.3% |