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 | $9,557 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 26 · EIN 36-4291971 PO BOX 40948 · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $7,561 |
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 | $20,844 | $62,928-66.9% | $172,739-87.9% | $67,579-69.2% |
| Participation rate | 71.2% | 64.5%+6.7pp | 82.6%-11.5pp | 71.3%-0.1pp |
| Annual return | 20.69% | 30.36%-9.7pp | 802.84%-782.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,778 | $2,145+29.5% | $5,198-46.5% | $3,539-21.5% |
| Admin fee / account holder | $28 | $167-83.1% | $13,954-99.8% | $142-80.2% |