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 | $21,793 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,946 | $91,407-49.7% | $135,903-66.2% | $71,457-35.7% |
| Participation rate | 54.8% | 75.7%-20.8pp | 81.9%-27.1pp | 67.9%-13.1pp |
| Annual return | 18.58% | 29.90%-11.3pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,259 | $3,703-66.0% | $4,856-74.1% | $2,588-51.3% |
| Participant deferral / active EE | $4,321 | $7,092-39.1% | $7,758-44.3% | $4,289+0.7% |
| Admin fee / account holder | $193 | $1,266-84.7% | $10,762-98.2% | $1,587-87.8% |