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 11 · EIN 36-4291971 | Actuarial | $64,000 |
Filed as: FIFTH- THIRD Service code 13 · EIN 31-0854434 | Contract Administrator | $8,792 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $447,195-100.0% | $447,195-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 25.8%-25.8pp | 44.4%-44.4pp |
| Annual return | -17.60% | -10.58%-7.0pp | -11.06%-6.5pp | -14.65%-2.9pp |
| Employer contribution / active EE | $38,667 | $62,232-37.9% | $55,362-30.2% | $46,320-16.5% |
| Participant deferral / active EE | $0 | $19-100.0% | $26-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,572-100.0% | $3,572-100.0% | $14,631-100.0% |