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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $92,008 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $15,412 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,796 | $142,424-45.4% | $100,534-22.6% | $74,304+4.7% |
| Participation rate | 99.2% | 79.6%+19.6pp | 80.6%+18.6pp | 60.3%+38.8pp |
| Annual return | 4.37% | 27.53%-23.2pp | 32.66%-28.3pp | 29.43%-25.1pp |
| Employer contribution / active EE | $11,497 | $5,555+107.0% | $4,346+164.5% | $2,241+413.0% |
| Participant deferral / active EE | $9,066 | $8,247+9.9% | $6,144+47.6% | $3,767+140.6% |
| Admin fee / account holder | $369 | $1,986-81.4% | $7,654-95.2% | $2,969-87.6% |