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 26 · EIN 71-0294708 | Advisory (Participants) | $108,366 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $50,560 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,316 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,496 | $101,499-37.4% | $147,005-56.8% | $74,546-14.8% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 16.05% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $5,387 | $3,811+41.4% | $4,934+9.2% | $2,624+105.3% |
| Participant deferral / active EE | $13,515 | $7,304+85.0% | $8,070+67.5% | $4,347+210.9% |
| Admin fee / account holder | $358 | $1,748-79.5% | $13,006-97.2% | $1,944-81.6% |