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 | $35,880 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,052 |
ADP BROKER-DEALER3+ 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 | $45,563 | $69,305-34.3% | $82,313-44.6% | $69,631-34.6% |
| Participation rate | 54.2% | 80.3%-26.1pp | 76.9%-22.7pp | 70.7%-16.5pp |
| Annual return | 23.73% | 21.47%+2.3pp | 25.88%-2.1pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $951 | $1,887-49.6% | $2,428-60.8% | $2,032-53.2% |
| Participant deferral / active EE | $2,053 | $3,568-42.5% | $3,706-44.6% | $3,224-36.3% |
| Admin fee / account holder | $104 | $97+7.0% | $5,608-98.1% | $110-5.9% |