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 15 · EIN 35-0145825 | Recordkeeping | $63,132 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 39-1203191 | Investment Management | $0 |
Filed as: KESTRA Service code 28 · EIN 35-2552359 | Investment Management | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS6+ years Service code 10 · EIN 36-4291971 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,338 | $99,957-4.6% | $149,696-36.3% | $73,488+29.7% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.5%+13.0pp | 70.7%+24.8pp |
| Annual return | 14.72% | 53.87%-39.1pp | 276.60%-261.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $3,437 | $3,191+7.7% | $4,644-26.0% | $2,270+51.4% |
| Participant deferral / active EE | $4,101 | $6,073-32.5% | $6,842-40.1% | $3,740+9.7% |
| Admin fee / account holder | $2 | $551-99.7% | $9,309-100.0% | $513-99.7% |