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 3-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $79,123 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $34,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,420 | $58,926-2.6% | $97,226-40.9% | $74,495-22.9% |
| Participation rate | 77.9% | 63.5%+14.4pp | 72.7%+5.2pp | 67.2%+10.7pp |
| Annual return | 14.90% | 16.04%-1.1pp | 75.13%-60.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $4,135 | $1,894+118.3% | $2,729+51.5% | $2,623+57.6% |
| Participant deferral / active EE | $9,513 | $3,664+159.6% | $4,264+123.1% | $4,346+118.9% |
| Admin fee / account holder | $266 | $1,974-86.5% | $5,654-95.3% | $1,942-86.3% |