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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,819 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,273 | $86,286-46.4% | $111,297-58.4% | $85,850-46.1% |
| Participation rate | 83.7% | 73.3%+10.3pp | 77.3%+6.4pp | 69.3%+14.4pp |
| Annual return | 14.51% | 19.99%-5.5pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $447 | $2,043-78.1% | $2,731-83.6% | $2,565-82.6% |
| Participant deferral / active EE | $4,979 | $3,641+36.8% | $4,487+11.0% | $3,952+26.0% |
| Admin fee / account holder | $328 | $8,188-96.0% | $7,964-95.9% | $6,260-94.8% |