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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $32,031 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,706 | $78,485+55.1% | $106,213+14.6% | $74,495+63.4% |
| Participation rate | 91.1% | 72.8%+18.3pp | 75.3%+15.8pp | 67.2%+23.9pp |
| Annual return | 26.59% | 15.95%+10.6pp | 116.14%-89.6pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $3,844 | $2,523+52.4% | $3,171+21.2% | $2,623+46.6% |
| Participant deferral / active EE | $5,216 | $4,322+20.7% | $5,016+4.0% | $4,346+20.0% |
| Admin fee / account holder | $245 | $2,232-89.0% | $11,033-97.8% | $1,942-87.4% |