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 | $58,545 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS8+ 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 | $73,883 | $84,487-12.6% | $125,339-41.1% | $66,914+10.4% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.6pp | 69.8%+26.2pp |
| Annual return | -15.89% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $4,812 | $3,553+35.4% | $4,8140% | $2,544+89.1% |
| Participant deferral / active EE | $4,275 | $6,781-37.0% | $7,446-42.6% | $4,237+0.9% |
| Admin fee / account holder | $4 | $685-99.4% | $10,010-100.0% | $593-99.3% |