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 16 THE GALLAGHER CENTRE · ITASCA, IL 60143 | Consulting | $16,000 |
T ROWE PRICE RPS INC4+ years Filed as: T.ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833 | Recordkeeping | $375 |
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 | $112,496 | $59,186+90.1% | $76,768+46.5% | $56,287+99.9% |
| Participation rate | 93.8% | 75.2%+18.5pp | 77.0%+16.8pp | 69.9%+23.9pp |
| Annual return | -2.28% | 6.62%-8.9pp | 2.43%-4.7pp | -9.96%+7.7pp |
| Employer contribution / active EE | $2,012 | $1,759+14.4% | $2,485-19.0% | $2,111-4.7% |
| Participant deferral / active EE | $5,092 | $3,255+56.4% | $3,852+32.2% | $3,350+52.0% |
| Admin fee / account holder | $95 | $489-80.5% | $6,675-98.6% | $521-81.7% |