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 Service code 15 · EIN 36-4291971 | Recordkeeping | $16,159 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,155 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,602 | $91,407-56.7% | $135,903-70.9% | $71,457-44.6% |
| Participation rate | 94.9% | 75.7%+19.2pp | 81.9%+13.0pp | 67.9%+27.0pp |
| Annual return | 21.31% | 29.90%-8.6pp | 68.23%-46.9pp | 28.85%-7.5pp |
| Employer contribution / active EE | $864 | $3,703-76.7% | $4,856-82.2% | $2,588-66.6% |
| Participant deferral / active EE | $5,887 | $7,092-17.0% | $7,758-24.1% | $4,289+37.3% |
| Admin fee / account holder | $86 | $1,266-93.2% | $10,762-99.2% | $1,587-94.6% |