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 04-2647786 | Recordkeeping Fees | $23,190 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,838 | $99,957-48.1% | $149,696-65.4% | $73,488-29.5% |
| Participation rate | 51.2% | 75.7%-24.5pp | 82.5%-31.3pp | 70.7%-19.5pp |
| Annual return | 14.03% | 53.87%-39.8pp | 276.60%-262.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,762 | $3,191-44.8% | $4,644-62.1% | $2,270-22.4% |
| Participant deferral / active EE | $5,321 | $6,073-12.4% | $6,842-22.2% | $3,740+42.3% |
| Admin fee / account holder | $259 | $551-52.9% | $9,309-97.2% | $513-49.5% |