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 6-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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,235 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $915 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,448 | $61,272-92.7% | $149,673-97.0% | $71,457-93.8% |
| Participation rate | 73.6% | 62.5%+11.1pp | 78.8%-5.2pp | 67.9%+5.7pp |
| Annual return | 20.14% | 35.85%-15.7pp | 134.42%-114.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,334 | $2,378-1.9% | $4,818-51.6% | $2,588-9.8% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $17 | $1,261-98.6% | $13,210-99.9% | $1,587-98.9% |