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 | Sales loads (front end and deferred);... | $31,903 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291970 | Pension Consulting | $19,517 |
EISENER AMPER1 year Service code 10 · EIN 87-1363769 | Accounting | $10,100 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,223 | $65,241+18.4% | $126,539-39.0% | $85,563-9.7% |
| Participation rate | 88.2% | 48.6%+39.6pp | 69.8%+18.4pp | 66.0%+22.2pp |
| Annual return | 18.47% | 42.19%-23.7pp | 425.95%-407.5pp | 31.51%-13.0pp |
| Employer contribution / active EE | $3,616 | $1,937+86.7% | $3,674-1.6% | $2,654+36.3% |
| Participant deferral / active EE | $7,637 | $3,032+151.9% | $4,083+87.0% | $4,375+74.5% |
| Admin fee / account holder | $211 | $1,031-79.5% | $6,065-96.5% | $834-74.7% |