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 INC. DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $25,365 |
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $8,580 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVIVE CONTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,784 | $58,264-19.7% | $86,612-46.0% | $71,457-34.5% |
| Participation rate | 88.0% | 65.0%+23.0pp | 71.7%+16.3pp | 67.9%+20.1pp |
| Annual return | 16.50% | 21.63%-5.1pp | 591.07%-574.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $491 | $2,574-80.9% | $3,022-83.8% | $2,588-81.0% |
| Participant deferral / active EE | $3,868 | $3,436+12.6% | $4,438-12.8% | $4,289-9.8% |
| Admin fee / account holder | $53 | $1,057-95.0% | $5,614-99.1% | $1,587-96.7% |