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 Service code 15 · EIN 36-4291971 | Recordkeeping | $25,177 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,020 | $85,515-6.4% | $112,040-28.6% | $67,986+17.7% |
| Participation rate | 98.1% | 68.2%+29.9pp | 76.5%+21.7pp | 57.2%+40.9pp |
| Annual return | 17.28% | 29.68%-12.4pp | 24.52%-7.2pp | 31.67%-14.4pp |
| Employer contribution / active EE | $3,694 | $2,191+68.6% | $2,954+25.0% | $2,019+83.0% |
| Participant deferral / active EE | $6,844 | $4,014+70.5% | $5,098+34.3% | $3,358+103.8% |
| Admin fee / account holder | $188 | $3,774-95.0% | $12,098-98.4% | $3,203-94.1% |