See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $17,161 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $7,697 |
Service code 13 | Contract Administrator | $2,281 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,458 | $72,137-70.3% | $142,449-84.9% | $71,457-70.0% |
| Participation rate | 86.3% | 71.7%+14.6pp | 76.8%+9.5pp | 67.9%+18.4pp |
| Annual return | 20.02% | 21.15%-1.1pp | 19.99%0pp | 28.85%-8.8pp |
| Employer contribution / active EE | $2,556 | $3,793-32.6% | $4,847-47.3% | $2,588-1.2% |
| Participant deferral / active EE | $3,896 | $5,280-26.2% | $6,283-38.0% | $4,289-9.2% |
| Admin fee / account holder | $154 | $1,433-89.2% | $10,011-98.5% | $1,587-90.3% |