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 | $9,189 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $8,702 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,718 | $79,428-22.3% | $106,548-42.1% | $79,386-22.3% |
| Participation rate | 84.2% | 74.1%+10.1pp | 76.1%+8.1pp | 70.7%+13.5pp |
| Annual return | 11.19% | 18.27%-7.1pp | 26.80%-15.6pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,322 | $2,234-40.8% | $2,819-53.1% | $2,427-45.5% |
| Participant deferral / active EE | $3,206 | $3,823-16.1% | $4,398-27.1% | $4,046-20.8% |
| Admin fee / account holder | $120 | $523-77.0% | $7,407-98.4% | $626-80.8% |