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 8-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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,404 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $19,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,027 | $69,477-10.7% | $94,646-34.5% | $71,457-13.2% |
| Participation rate | 71.9% | 78.4%-6.5pp | 80.8%-8.9pp | 67.9%+4.0pp |
| Annual return | 23.84% | 29.66%-5.8pp | 156.71%-132.9pp | 28.85%-5.0pp |
| Employer contribution / active EE | $3,538 | $2,853+24.0% | $3,672-3.7% | $2,588+36.7% |
| Participant deferral / active EE | $7,874 | $7,345+7.2% | $7,418+6.2% | $4,289+83.6% |
| Admin fee / account holder | $264 | $1,210-78.2% | $7,231-96.4% | $1,587-83.4% |