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 | $20,216 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,811 |
ADP BROKER-DEALER2 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 | $76,123 | $82,978-8.3% | $129,995-41.4% | $71,457+6.5% |
| Participation rate | 79.1% | 74.1%+5.0pp | 78.5%+0.6pp | 67.9%+11.2pp |
| Annual return | 78.59% | 20.60%+58.0pp | -137.18%+215.8pp | 28.85%+49.7pp |
| Employer contribution / active EE | $3,084 | $2,622+17.6% | $4,320-28.6% | $2,588+19.2% |
| Participant deferral / active EE | $6,308 | $4,432+42.3% | $5,820+8.4% | $4,289+47.1% |
| Admin fee / account holder | $161 | $1,729-90.7% | $10,614-98.5% | $1,587-89.9% |