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 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $24,238 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291970 | Pension Consulting | $8,815 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,350 | $52,450+30.3% | $129,295-47.1% | $74,546-8.3% |
| Participation rate | 88.1% | 53.8%+34.3pp | 69.6%+18.5pp | 67.2%+20.9pp |
| Annual return | 14.06% | 15.65%-1.6pp | 9429.28%-9415.2pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $3,618 | $1,532+136.1% | $4,157-13.0% | $2,624+37.9% |
| Participant deferral / active EE | $7,679 | $2,797+174.5% | $4,169+84.2% | $4,347+76.6% |
| Admin fee / account holder | $123 | $2,636-95.3% | $7,665-98.4% | $1,944-93.7% |