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 | $73,294 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $0 |
Filed as: KESTRA Service code 28 · EIN 35-2552359 | Investment Management | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS7+ years Service code 10 · EIN 39-1203191 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,084 | $104,475-5.2% | $159,436-37.9% | $79,386+24.8% |
| Participation rate | 96.4% | 76.6%+19.8pp | 82.8%+13.6pp | 70.7%+25.7pp |
| Annual return | 15.50% | 67.95%-52.5pp | 263.57%-248.1pp | 116.85%-101.4pp |
| Employer contribution / active EE | $4,325 | $3,417+26.6% | $4,829-10.4% | $2,427+78.2% |
| Participant deferral / active EE | $4,148 | $6,467-35.9% | $7,352-43.6% | $4,046+2.5% |
| Admin fee / account holder | $3 | $711-99.5% | $10,799-100.0% | $626-99.5% |