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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $8,282 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,766 |
ADP BROKER-DEALER4 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 | $220,564 | $101,724+116.8% | $164,813+33.8% | $80,856+172.8% |
| Participation rate | 75.8% | 71.8%+4.0pp | 78.6%-2.8pp | 67.6%+8.2pp |
| Annual return | 13.10% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $7,868 | $2,953+166.4% | $4,341+81.2% | $2,755+185.6% |
| Participant deferral / active EE | $23,693 | $4,477+429.2% | $6,031+292.8% | $4,296+451.5% |
| Admin fee / account holder | $118 | $8,227-98.6% | $12,690-99.1% | $6,918-98.3% |