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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $72,305 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $53,035 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 10 · EIN 36-4291971 | Accounting | $20,250 |
HOGANTAYLOR LLP4+ years Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $13,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $28,609 | $66,051-56.7% | $92,893-69.2% | $77,787-63.2% |
| Participation rate | 86.3% | 81.0%+5.3pp | 76.0%+10.3pp | 73.2%+13.1pp |
| Annual return | 21.19% | 20.69%+0.5pp | 109.41%-88.2pp | 32.57%-11.4pp |
| Employer contribution / active EE | $1,157 | $3,426-66.2% | $3,653-68.3% | $2,504-53.8% |
| Participant deferral / active EE | $3,541 | $3,013+17.5% | $4,236-16.4% | $3,967-10.7% |
| Admin fee / account holder | $89 | $148-39.8% | $5,794-98.5% | $100-11.0% |