See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,104 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $28,800 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,852 | $82,202+10.5% | $125,339-27.5% | $64,808+40.2% |
| Participation rate | 83.9% | 77.9%+6.0pp | 82.4%+1.5pp | 71.5%+12.4pp |
| Annual return | -17.14% | 3.48%-20.6pp | 572.05%-589.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $4,366 | $3,615+20.8% | $4,814-9.3% | $2,506+74.2% |
| Participant deferral / active EE | $7,978 | $7,175+11.2% | $7,446+7.1% | $4,310+85.1% |
| Admin fee / account holder | $126 | $163-23.1% | $10,010-98.7% | $188-33.1% |