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 | $20,283 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,710 |
ADP BROKER-DEALER4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,767 | $65,118-37.4% | $76,768-46.9% | $55,725-26.8% |
| Participation rate | 69.4% | 79.6%-10.2pp | 77.0%-7.5pp | 70.9%-1.4pp |
| Annual return | -6.14% | -1.27%-4.9pp | 2.43%-8.6pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,316 | $1,941-32.2% | $2,485-47.0% | $2,078-36.7% |
| Participant deferral / active EE | $2,854 | $3,688-22.6% | $3,852-25.9% | $3,356-14.9% |
| Admin fee / account holder | $108 | $116-7.0% | $6,675-98.4% | $115-6.4% |