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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,882 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $27,000 |
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 | $96,161 | $95,542+0.6% | $69,455+38.4% | $67,579+42.3% |
| Participation rate | 91.7% | 79.4%+12.3pp | 74.6%+17.1pp | 71.3%+20.4pp |
| Annual return | 18.30% | 17.67%+0.6pp | 28.97%-10.7pp | 378.56%-360.3pp |
| Employer contribution / active EE | $4,089 | $2,989+36.8% | $2,779+47.1% | $2,148+90.4% |
| Participant deferral / active EE | $5,144 | $3,263+57.7% | $3,535+45.5% | $3,539+45.3% |
| Admin fee / account holder | $64 | $90-28.5% | $3,839-98.3% | $142-54.9% |