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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,416 |
Service code 10 · EIN 74-1695589 | Accounting | $14,900 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$44,395 |
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 | $316,263 | $108,549+191.4% | $156,263+102.4% | $85,563+269.6% |
| Participation rate | 97.0% | 77.1%+19.9pp | 78.9%+18.1pp | 66.0%+31.1pp |
| Annual return | 17.94% | 21.79%-3.9pp | 59.47%-41.5pp | 31.51%-13.6pp |
| Employer contribution / active EE | $14,992 | $2,690+457.4% | $4,333+246.0% | $2,654+465.0% |
| Participant deferral / active EE | $18,101 | $4,800+277.1% | $6,158+193.9% | $4,375+313.7% |
| Admin fee / account holder | $228 | $650-64.9% | $14,255-98.4% | $834-72.7% |