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 | $19,839 |
CLAYTON & MCKERVEY PC2 years Filed as: CLAYTON & MCKERVEY, P.C. Service code 10 · EIN 38-2383796 | Accounting | $11,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,549 | $91,407+128.2% | $135,903+53.5% | $71,457+191.9% |
| Participation rate | 98.3% | 75.7%+22.6pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 24.05% | 29.90%-5.8pp | 68.23%-44.2pp | 28.85%-4.8pp |
| Employer contribution / active EE | $1,303 | $3,703-64.8% | $4,856-73.2% | $2,588-49.6% |
| Participant deferral / active EE | $11,316 | $7,092+59.6% | $7,758+45.9% | $4,289+163.8% |
| Admin fee / account holder | $8 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |