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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $26,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,216 | $86,225+183.2% | $146,665+66.5% | $86,799+181.4% |
| Participation rate | 99.4% | 78.0%+21.4pp | 80.1%+19.3pp | 72.3%+27.1pp |
| Annual return | 17.27% | 31.23%-14.0pp | 22.74%-5.5pp | 97.91%-80.6pp |
| Employer contribution / active EE | $15,510 | $2,392+548.4% | $4,136+275.0% | $2,405+544.8% |
| Participant deferral / active EE | $16,453 | $4,245+287.6% | $5,506+198.8% | $4,131+298.3% |
| Admin fee / account holder | $271 | $195+38.7% | $10,280-97.4% | $170+59.7% |