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 | $25,000 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $11,950 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$35,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,255 | $101,317+127.3% | $146,958+56.7% | $74,495+209.1% |
| Participation rate | 95.3% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 18.58% | 8730.91%-8712.3pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,309 | $3,810-65.6% | $4,933-73.5% | $2,623-50.1% |
| Participant deferral / active EE | $11,322 | $7,303+55.0% | $8,070+40.3% | $4,346+160.5% |
| Admin fee / account holder | $27 | $1,739-98.5% | $12,998-99.8% | $1,942-98.6% |