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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,366 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $5,219 |
ADP BROKER-DEALER3 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 | $192,827 | $91,538+110.7% | $129,995+48.3% | $75,163+156.5% |
| Participation rate | 75.3% | 71.4%+3.9pp | 78.5%-3.2pp | 67.2%+8.1pp |
| Annual return | 18.80% | -631.11%+649.9pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $6,023 | $2,845+111.7% | $4,320+39.4% | $2,670+125.6% |
| Participant deferral / active EE | $16,222 | $4,341+273.7% | $5,820+178.7% | $4,125+293.3% |
| Admin fee / account holder | $119 | $6,790-98.2% | $10,614-98.9% | $5,651-97.9% |