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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $52,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,724 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,998 | $91,372+190.0% | $129,995+103.9% | $74,419+256.1% |
| Participation rate | 99.2% | 77.8%+21.4pp | 78.5%+20.7pp | 70.7%+28.5pp |
| Annual return | 23.02% | 23.21%-0.2pp | -137.18%+160.2pp | 34.38%-11.4pp |
| Employer contribution / active EE | $16,253 | $2,563+534.0% | $4,320+276.3% | $2,637+516.2% |
| Participant deferral / active EE | $19,562 | $4,721+314.4% | $5,820+236.1% | $4,528+332.0% |
| Admin fee / account holder | $263 | $283-7.1% | $10,614-97.5% | $348-24.3% |