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 64 · EIN 71-0294708 | Recordkeeping Fees | $87,876 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $37,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,465 | $89,436+38.0% | $164,813-25.1% | $77,643+59.0% |
| Participation rate | 51.3% | 78.6%-27.3pp | 78.6%-27.3pp | 70.6%-19.3pp |
| Annual return | 15.54% | 28.83%-13.3pp | 69.93%-54.4pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,734 | $2,569-32.5% | $4,341-60.1% | $2,726-36.4% |
| Participant deferral / active EE | $3,895 | $4,897-20.5% | $6,031-35.4% | $4,647-16.2% |
| Admin fee / account holder | $412 | $339+21.4% | $12,690-96.8% | $430-4.3% |