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) | $23,993 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVIVE CONTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,570 |
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $13,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,658 | $60,323-27.6% | $81,812-46.6% | $74,495-41.4% |
| Participation rate | 84.6% | 62.9%+21.8pp | 72.3%+12.3pp | 67.2%+17.4pp |
| Annual return | 14.08% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $472 | $2,620-82.0% | $2,912-83.8% | $2,623-82.0% |
| Participant deferral / active EE | $3,694 | $3,387+9.0% | $4,319-14.5% | $4,346-15.0% |
| Admin fee / account holder | $272 | $1,486-81.7% | $7,386-96.3% | $1,942-86.0% |