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 | $67,042 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $25,000 |
SVA CERTIFIED PUBLIC ACCOUNTANTS10+ years Service code 10 · EIN 39-1203191 | Accounting | $11,700 |
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 | $92,995 | $101,317-8.2% | $146,958-36.7% | $74,495+24.8% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 11.69% | 8730.91%-8719.2pp | 418.34%-406.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $5,752 | $3,810+51.0% | $4,933+16.6% | $2,623+119.3% |
| Participant deferral / active EE | $4,457 | $7,303-39.0% | $8,070-44.8% | $4,346+2.6% |
| Admin fee / account holder | $6 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |