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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,921 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,795 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,925 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,970 | $106,028-53.8% | $146,958-66.7% | $77,643-36.9% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 18.57% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $4,164 | $4,063+2.5% | $4,933-15.6% | $2,726+52.8% |
| Participant deferral / active EE | $11,480 | $7,990+43.7% | $8,070+42.3% | $4,647+147.0% |
| Admin fee / account holder | $152 | $337-55.0% | $12,998-98.8% | $430-64.7% |