See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $24,646 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,758 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,871 | $88,083+10.0% | $164,813-41.2% | $74,495+30.0% |
| Participation rate | 73.6% | 73.0%+0.6pp | 78.6%-5.0pp | 67.2%+6.4pp |
| Annual return | 15.50% | 17.26%-1.8pp | 69.93%-54.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,904 | $2,593+12.0% | $4,341-33.1% | $2,623+10.7% |
| Participant deferral / active EE | $6,401 | $4,498+42.3% | $6,031+6.1% | $4,346+47.3% |
| Admin fee / account holder | $188 | $2,234-91.6% | $12,690-98.5% | $1,942-90.3% |