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 9-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 | $5,015 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,553 |
ADP BROKER-DEALER9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,867 | $96,484-28.6% | $156,263-55.9% | $74,304-7.3% |
| Participation rate | 63.1% | 67.7%-4.5pp | 78.9%-15.8pp | 60.3%+2.8pp |
| Annual return | 16.20% | 17.73%-1.5pp | 59.47%-43.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,438 | $2,528-43.1% | $4,333-66.8% | $2,241-35.8% |
| Participant deferral / active EE | $3,921 | $4,286-8.5% | $6,158-36.3% | $3,767+4.1% |
| Admin fee / account holder | $71 | $3,728-98.1% | $14,255-99.5% | $2,969-97.6% |