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 16 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $66,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64,597 |
HUSCH BLACKWELL6+ years Filed as: HUSCH BLACKWELL LLP Service code 29 PO BOX 790379 · ST LOUIS, MO 63179 | Legal | $19,986 |
RSM US LLP6+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $16,050 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,713 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,185 | $176,491-29.1% | $95,952+30.5% | $90,288+38.7% |
| Participation rate | 93.7% | 86.6%+7.2pp | 77.1%+16.7pp | 73.4%+20.4pp |
| Annual return | 13.38% | 20.14%-6.8pp | 91.61%-78.2pp | 53.97%-40.6pp |
| Employer contribution / active EE | $5,441 | $2,789+95.1% | $2,541+114.1% | $2,524+115.6% |
| Participant deferral / active EE | $4,463 | $5,340-16.4% | $4,167+7.1% | $4,232+5.4% |
| Admin fee / account holder | $231 | $154+49.7% | $6,795-96.6% | $114+102.3% |