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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $48,332 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 · EIN 36-4291971 | Consulting | $17,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,200 | $185,342-42.2% | $111,297-3.7% | $86,799+23.5% |
| Participation rate | 95.5% | 81.0%+14.5pp | 77.3%+18.2pp | 72.3%+23.2pp |
| Annual return | 113.47% | 500.80%-387.3pp | 54.65%+58.8pp | 97.91%+15.6pp |
| Employer contribution / active EE | $798 | $2,246-64.5% | $2,731-70.8% | $2,405-66.8% |
| Participant deferral / active EE | $4,255 | $4,458-4.6% | $4,487-5.2% | $4,131+3.0% |
| Admin fee / account holder | $130 | $255-49.2% | $7,964-98.4% | $170-23.5% |