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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $12,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,859 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,091 | $73,102+87.5% | $123,544+11.0% | $56,287+143.6% |
| Participation rate | 96.3% | 74.3%+22.0pp | 82.3%+14.0pp | 69.9%+26.5pp |
| Annual return | -3.81% | 3.01%-6.8pp | 119.20%-123.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,113 | $2,977-62.6% | $4,628-75.9% | $2,111-47.3% |
| Participant deferral / active EE | $9,430 | $5,423+73.9% | $6,426+46.8% | $3,350+181.5% |
| Admin fee / account holder | -$3 | $554-100.6% | $9,284-100.0% | $521-100.6% |