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 DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,284 |
BERGANKDV LTD3 years Service code 10 PO BOX 1304 · ST CLOUD, MN 56302 | Accounting | $4,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,644 | $50,820-24.0% | $155,567-75.2% | $77,671-50.2% |
| Participation rate | 37.5% | 63.1%-25.7pp | 78.2%-40.7pp | 70.6%-33.1pp |
| Annual return | 12.20% | 34.85%-22.6pp | 64.74%-52.5pp | 31.21%-19.0pp |
| Employer contribution / active EE | $587 | $1,993-70.6% | $4,674-87.5% | $2,726-78.5% |
| Participant deferral / active EE | $1,095 | $2,823-61.2% | $5,628-80.5% | $4,648-76.4% |
| Admin fee / account holder | $155 | $436-64.4% | $15,916-99.0% | $430-63.9% |