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 16 · EIN 36-4291971 | Consulting | $12,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,097 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,586 | $70,908-23.0% | $98,907-44.8% | $73,488-25.7% |
| Participation rate | 82.4% | 73.8%+8.7pp | 76.0%+6.4pp | 70.7%+11.8pp |
| Annual return | 22.24% | 34.17%-11.9pp | 196.43%-174.2pp | 28.51%-6.3pp |
| Employer contribution / active EE | $1,285 | $2,036-36.9% | $2,689-52.2% | $2,270-43.4% |
| Participant deferral / active EE | $2,767 | $3,500-20.9% | $4,244-34.8% | $3,740-26.0% |
| Admin fee / account holder | $138 | $535-74.2% | $6,642-97.9% | $513-73.1% |