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 | $23,750 |
CLAYTON & MCKERVEY PC1 year Filed as: CLAYTON & MCKERVEY, P.C. Service code 10 · EIN 38-2383796 | Accounting | $10,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,886 |
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 | $179,263 | $84,487+112.2% | $125,339+43.0% | $66,914+167.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -21.24% | -8.39%-12.8pp | 572.05%-593.3pp | 1.58%-22.8pp |
| Employer contribution / active EE | $1,280 | $3,553-64.0% | $4,814-73.4% | $2,544-49.7% |
| Participant deferral / active EE | $11,264 | $6,781+66.1% | $7,446+51.3% | $4,237+165.8% |
| Admin fee / account holder | $17 | $685-97.5% | $10,010-99.8% | $593-97.1% |