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 37 · EIN 04-2647786 | Loan Processing | $222,522 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $47,500 |
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 | $114,993 | $38,032+202.4% | $87,507+31.4% | $329,111-65.1% |
| Participation rate | 2.2% | 43.3%-41.1pp | 73.8%-71.7pp | 67.9%-65.7pp |
| Annual return | 10.78% | 7.09%+3.7pp | 12.21%-1.4pp | 16.35%-5.6pp |
| Employer contribution / active EE | $443 | $677-34.6% | $2,550-82.6% | $2,303-80.8% |
| Participant deferral / active EE | $608 | $1,260-51.7% | $3,149-80.7% | $3,682-83.5% |
| Admin fee / account holder | $189 | $50+279.1% | $4,221-95.5% | $754-75.0% |