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 | $16,676 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,087 | $63,442+73.5% | $68,791+60.0% | $66,914+64.5% |
| Participation rate | 95.6% | 60.0%+35.6pp | 69.0%+26.6pp | 69.8%+25.8pp |
| Annual return | -18.18% | -8.29%-9.9pp | -6.38%-11.8pp | 1.58%-19.8pp |
| Employer contribution / active EE | $4,947 | $1,775+178.7% | $2,655+86.3% | $2,544+94.4% |
| Participant deferral / active EE | $6,481 | $2,945+120.1% | $3,941+64.4% | $4,237+53.0% |
| Admin fee / account holder | $290 | $577-49.7% | $4,932-94.1% | $593-51.1% |