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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 1050 CROWN POINTE PKWY · ATLANTA, GA 30338 | Other Fees | $42,126 |
PURVIS GRAY2 years Service code 99 · EIN 11-1000111 | Other Fees | $8,500 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 99 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Fees | $5,231 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,174 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,041 | $49,922+442.9% | $80,569+236.4% | $75,163+260.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 20.15% | 34.69%-14.5pp | 935.43%-915.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $31,545 | $1,698+1757.5% | $2,723+1058.3% | $2,670+1081.6% |
| Participant deferral / active EE | $16,551 | $2,990+453.5% | $4,447+272.1% | $4,125+301.2% |
| Admin fee / account holder | $988 | $3,577-72.4% | $5,377-81.6% | $5,651-82.5% |