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 | $9,795 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $8,800 |
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 | $46,429 | $72,607-36.1% | $90,749-48.8% | $66,914-30.6% |
| Participation rate | 82.7% | 73.7%+9.0pp | 75.7%+7.0pp | 69.8%+12.9pp |
| Annual return | -22.70% | -12.28%-10.4pp | -12.16%-10.5pp | 1.58%-24.3pp |
| Employer contribution / active EE | $1,533 | $2,369-35.3% | $2,921-47.5% | $2,544-39.7% |
| Participant deferral / active EE | $3,221 | $3,977-19.0% | $4,564-29.4% | $4,237-24.0% |
| Admin fee / account holder | $128 | $707-81.9% | $8,445-98.5% | $593-78.4% |