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 27 · EIN 35-2552359 | Advisory (Plan) | $21,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,430 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,934 | $60,776+136.8% | $85,682+68.0% | $79,386+81.3% |
| Participation rate | 91.1% | 62.1%+29.0pp | 69.9%+21.2pp | 70.7%+20.4pp |
| Annual return | 12.40% | 16.57%-4.2pp | 21.49%-9.1pp | 116.85%-104.5pp |
| Employer contribution / active EE | $5,355 | $1,663+222.0% | $2,618+104.5% | $2,427+120.6% |
| Participant deferral / active EE | $6,418 | $2,919+119.9% | $3,923+63.6% | $4,046+58.6% |
| Admin fee / account holder | $301 | $438-31.3% | $6,873-95.6% | $626-51.9% |