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 | $87,870-8.9% | $113,168-29.3% | $74,304+7.7% |
| Participation rate | 98.1% | 70.7%+27.4pp | 76.6%+21.6pp | 60.3%+37.8pp |
| Annual return | 17.28% | 26.44%-9.2pp | 24.27%-7.0pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,694 | $2,277+62.2% | $2,975+24.2% | $2,241+64.8% |
| Participant deferral / active EE | $6,844 | $4,241+61.4% | $5,107+34.0% | $3,767+81.7% |
| Admin fee / account holder | $188 | $3,368-94.4% | $12,068-98.4% | $2,969-93.7% |