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 15 · EIN 35-0145825 | Recordkeeping | $27,337 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $13,913 |
Participant contribution per participant 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 | $43,214 | $61,272-29.5% | $149,673-71.1% | $71,457-39.5% |
| Participation rate | 86.9% | 62.5%+24.4pp | 78.8%+8.1pp | 67.9%+19.0pp |
| Annual return | 14.66% | 35.85%-21.2pp | 134.42%-119.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,459 | $2,378-38.7% | $4,818-69.7% | $2,588-43.6% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $28 | $1,261-97.8% | $13,210-99.8% | $1,587-98.2% |