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) | $23,704 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $10,590 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 | Contract Administrator | $3,102 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,062 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,824 | $79,700-68.9% | $153,485-83.8% | $74,495-66.7% |
| Participation rate | 96.2% | 69.8%+26.4pp | 77.1%+19.1pp | 67.2%+29.0pp |
| Annual return | 14.96% | 15.07%-0.1pp | 15.65%-0.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,761 | $4,016-31.3% | $5,039-45.2% | $2,623+5.3% |
| Participant deferral / active EE | $4,300 | $5,315-19.1% | $6,757-36.4% | $4,346-1.1% |
| Admin fee / account holder | $276 | $1,790-84.6% | $12,724-97.8% | $1,942-85.8% |