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 Service code 11 2850 W GOLF RD · ROLLING MEADOWS, IL 60008 | Actuarial | $45,000 |
JANNEY MONTGOMERY SCOTT LLC7+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 16 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Consulting | $15,022 |
Service code 11 · EIN 13-3689044 | Actuarial | $7,384 |
Service code 10 1800 W BIG BEAVER · TROY, MI 48084 | Accounting | $3,126 |
Service code 11 1230 PEACHTREE STREET · NE ALTLANTA, GA 30309 | Actuarial | $941 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 1.38% | 11.70%-10.3pp | 7.32%-5.9pp | 18.34%-17.0pp |
| Employer contribution / active EE | $11,863 | $9,106+30.3% | $23,426-49.4% | $14,665-19.1% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |