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 37 · EIN 04-2647786 | Loan Processing | $64,761 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $45,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,727 | $107,378-52.8% | $108,579-53.3% | $57,658-12.0% |
| Participation rate | 73.1% | 77.1%-4.0pp | 79.6%-6.4pp | 70.2%+2.9pp |
| Annual return | 7.45% | 12.80%-5.3pp | -51.70%+59.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $419 | $1,782-76.5% | $3,758-88.8% | $1,974-78.8% |
| Participant deferral / active EE | $3,075 | $3,221-4.5% | $4,311-28.7% | $3,061+0.5% |
| Admin fee / account holder | $168 | $108+55.1% | $7,645-97.8% | $95+78.0% |