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 8-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 Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,915 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,815 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,148 | $55,449+39.1% | $83,848-8.0% | $56,287+37.1% |
| Participation rate | 78.0% | 68.0%+10.0pp | 76.1%+1.9pp | 69.9%+8.1pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.88%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $4,275 | $2,430+75.9% | $3,631+17.7% | $2,111+102.5% |
| Participant deferral / active EE | $3,534 | $2,935+20.4% | $4,082-13.4% | $3,350+5.5% |
| Admin fee / account holder | $203 | $656-69.0% | $5,478-96.3% | $521-61.0% |