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 15 · EIN 35-0145825 | Recordkeeping | $16,785 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 26 · EIN 36-4291971 PO BOX 95148 · CHICAGO, IL 606945148 | Advisory (Participants) | $11,038 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,862 | $56,485-34.7% | $185,823-80.2% | $86,799-57.5% |
| Participation rate | 76.2% | 65.5%+10.7pp | 81.7%-5.5pp | 72.3%+3.9pp |
| Annual return | 10.81% | 118.04%-107.2pp | 122.05%-111.2pp | 97.91%-87.1pp |
| Employer contribution / active EE | $2,194 | $1,843+19.1% | $5,167-57.5% | $2,405-8.8% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $38 | $150-74.4% | $16,237-99.8% | $170-77.4% |