See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $20,000 |
Filed as: KESTRA ADVISORY SERVICES LLC. Service code 16 · EIN 47-1566880 | Consulting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,772 | $104,475+129.5% | $159,436+50.4% | $79,386+202.0% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 17.50% | 67.95%-50.4pp | 263.57%-246.1pp | 116.85%-99.3pp |
| Employer contribution / active EE | $1,324 | $3,417-61.2% | $4,829-72.6% | $2,427-45.4% |
| Participant deferral / active EE | $11,593 | $6,467+79.3% | $7,352+57.7% | $4,046+186.6% |
| Admin fee / account holder | -$20 | $711-102.9% | $10,799-100.2% | $626-103.3% |