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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $49,496 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $21,478 |
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 | $34,112 | $47,126-27.6% | $149,673-77.2% | $74,419-54.2% |
| Participation rate | 90.5% | 63.4%+27.1pp | 78.8%+11.8pp | 70.7%+19.8pp |
| Annual return | 20.61% | 22.75%-2.1pp | 134.42%-113.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $2,477 | $1,905+30.0% | $4,818-48.6% | $2,637-6.1% |
| Participant deferral / active EE | $3,967 | $2,728+45.4% | $5,680-30.2% | $4,528-12.4% |
| Admin fee / account holder | $132 | $343-61.6% | $13,210-99.0% | $348-62.1% |