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 | $7,970 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,768 |
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 | $56,493 | $87,013-35.1% | $106,213-46.8% | $80,856-30.1% |
| Participation rate | 86.8% | 70.4%+16.3pp | 75.3%+11.5pp | 67.6%+19.1pp |
| Annual return | -9.42% | 17.05%-26.5pp | 116.14%-125.6pp | 35.59%-45.0pp |
| Employer contribution / active EE | $1,399 | $2,395-41.6% | $3,171-55.9% | $2,755-49.2% |
| Participant deferral / active EE | $3,187 | $3,986-20.1% | $5,016-36.5% | $4,296-25.8% |
| Admin fee / account holder | $150 | $8,431-98.2% | $11,033-98.6% | $6,918-97.8% |