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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $58,854 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $26,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,743 | $50,815-29.7% | $155,509-77.0% | $77,643-54.0% |
| Participation rate | 91.3% | 63.1%+28.2pp | 78.2%+13.1pp | 70.6%+20.7pp |
| Annual return | 15.86% | 34.80%-18.9pp | 64.67%-48.8pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,105 | $1,993+5.6% | $4,672-55.0% | $2,726-22.8% |
| Participant deferral / active EE | $4,183 | $2,822+48.2% | $5,626-25.6% | $4,647-10.0% |
| Admin fee / account holder | $147 | $437-66.3% | $15,912-99.1% | $430-65.8% |