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) | $23,079 |
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $5,411 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVIVE CONTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,321 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,444 | $56,317-12.2% | $71,209-30.6% | $74,304-33.5% |
| Participation rate | 85.1% | 55.1%+30.0pp | 73.8%+11.3pp | 60.3%+24.7pp |
| Annual return | 16.32% | 42.83%-26.5pp | 282.51%-266.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $480 | $2,160-77.8% | $2,721-82.4% | $2,241-78.6% |
| Participant deferral / active EE | $3,238 | $2,788+16.1% | $4,175-22.5% | $3,767-14.1% |
| Admin fee / account holder | $144 | $2,290-93.7% | $5,349-97.3% | $2,969-95.1% |