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 | $12,372 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 26 · EIN 36-4291971 PO BOX 95148 · CHICAGO, IL 606945148 | Advisory (Participants) | $7,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,001 | $56,485-45.1% | $185,823-83.3% | $86,799-64.3% |
| Participation rate | 71.7% | 65.5%+6.3pp | 81.7%-10.0pp | 72.3%-0.5pp |
| Annual return | 13.33% | 118.04%-104.7pp | 122.05%-108.7pp | 97.91%-84.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,332 | $2,553+30.5% | $5,568-40.2% | $4,131-19.3% |
| Admin fee / account holder | $31 | $150-79.6% | $16,237-99.8% | $170-82.0% |