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 | $9,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,107 | $71,516-21.5% | $98,439-43.0% | $71,457-21.5% |
| Participation rate | 83.2% | 72.7%+10.5pp | 75.2%+8.0pp | 67.9%+15.3pp |
| Annual return | 22.03% | 32.41%-10.4pp | 21.16%+0.9pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,546 | $2,399-35.5% | $3,048-49.3% | $2,588-40.2% |
| Participant deferral / active EE | $3,163 | $4,109-23.0% | $4,738-33.2% | $4,289-26.2% |
| Admin fee / account holder | $136 | $1,675-91.9% | $8,948-98.5% | $1,587-91.4% |