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 Service code 27 · EIN 36-4291971 | Advisory (Plan) | $75,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,328 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$225,548 |
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 | $173,476 | $100,801+72.1% | $149,696+15.9% | $73,409+136.3% |
| Participation rate | 85.1% | 77.7%+7.5pp | 82.5%+2.7pp | 72.2%+13.0pp |
| Annual return | 126.45% | 265.34%-138.9pp | 276.60%-150.1pp | 59.29%+67.2pp |
| Employer contribution / active EE | $2,732 | $3,312-17.5% | $4,644-41.2% | $2,234+22.3% |
| Participant deferral / active EE | $11,005 | $6,404+71.8% | $6,842+60.8% | $3,805+189.2% |
| Admin fee / account holder | -$84 | $181-146.4% | $9,309-100.9% | $158-153.2% |