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 15 · EIN 36-4291971 | Recordkeeping | $11,625 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,860 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,954 | $54,320-6.2% | $67,652-24.7% | $52,331-2.6% |
| Participation rate | 52.1% | 73.6%-21.5pp | 75.7%-23.6pp | 68.1%-16.0pp |
| Annual return | 0.27% | 6.81%-6.5pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,278 | $1,544-17.2% | $2,266-43.6% | $1,882-32.1% |
| Participant deferral / active EE | $3,153 | $2,950+6.9% | $3,560-11.4% | $3,022+4.3% |
| Admin fee / account holder | $71 | $527-86.6% | $4,821-98.5% | $592-88.1% |