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 5-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 | $38,422 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,494 | $148,978-15.8% | $200,582-37.4% | $84,808+48.0% |
| Participation rate | 80.6% | 84.2%-3.6pp | 86.9%-6.3pp | 68.3%+12.3pp |
| Annual return | 17.33% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,932 | $4,815+2.4% | $6,419-23.2% | $2,631+87.5% |
| Participant deferral / active EE | $19,719 | $7,142+176.1% | $9,331+111.3% | $4,212+368.2% |
| Admin fee / account holder | $22 | $13,977-99.8% | $16,305-99.9% | $7,344-99.7% |