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 | $54,756 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS9+ years Service code 10 · EIN 39-1203191 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,693 | $91,407-5.2% | $135,903-36.2% | $71,457+21.3% |
| Participation rate | 94.0% | 75.7%+18.3pp | 81.9%+12.1pp | 67.9%+26.1pp |
| Annual return | 15.73% | 29.90%-14.2pp | 68.23%-52.5pp | 28.85%-13.1pp |
| Employer contribution / active EE | $5,320 | $3,703+43.6% | $4,856+9.5% | $2,588+105.6% |
| Participant deferral / active EE | $4,257 | $7,092-40.0% | $7,758-45.1% | $4,289-0.7% |
| Admin fee / account holder | $6 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |