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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,678 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,000 |
Service code 10 · EIN 59-1152714 | Accounting | $25,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,442 | $39,973-48.9% | $79,550-74.3% | $77,904-73.8% |
| Participation rate | 92.2% | 64.6%+27.6pp | 69.5%+22.7pp | 73.7%+18.5pp |
| Annual return | -8.38% | 3.42%-11.8pp | 0.16%-8.5pp | 12.21%-20.6pp |
| Employer contribution / active EE | $1,350 | $1,088+24.1% | $2,413-44.1% | $2,848-52.6% |
| Participant deferral / active EE | $4,832 | $2,774+74.2% | $3,985+21.3% | $4,806+0.5% |
| Admin fee / account holder | $125 | $113+10.6% | $6,832-98.2% | $133-5.8% |