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 3-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 71-0294708 | Recordkeeping | $13,464 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 99 · EIN 36-4291971 | Other Fees | $12,043 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,421 | $130,655-61.4% | $93,789-46.2% | $64,808-22.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 81.0%+19.0pp | 71.5%+28.5pp |
| Annual return | 0.00% | -14.04%+14.0pp | -11.33%+11.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,542 | $5,594-72.4% | $4,323-64.3% | $2,506-38.5% |
| Participant deferral / active EE | $2,205 | $8,067-72.7% | $6,094-63.8% | $4,310-48.9% |
| Admin fee / account holder | $37 | $140-73.5% | $7,195-99.5% | $188-80.2% |