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 8-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $44,441 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 · EIN 36-4291971 | Other Fees | $17,500 |
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 | $18,258 | $46,219-60.5% | $89,391-79.6% | $90,288-79.8% |
| Participation rate | 16.3% | 44.9%-28.6pp | 68.0%-51.7pp | 73.4%-57.1pp |
| Annual return | 31.55% | 25.71%+5.8pp | 245.62%-214.1pp | 53.97%-22.4pp |
| Employer contribution / active EE | $435 | $953-54.3% | $2,586-83.2% | $2,524-82.7% |
| Participant deferral / active EE | $909 | $2,136-57.5% | $3,890-76.6% | $4,232-78.5% |
| Admin fee / account holder | $130 | $147-11.6% | $4,881-97.3% | $114+13.8% |