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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $20,748 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $14,603 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,029 | $113,016-64.6% | $103,476-61.3% | $74,495-46.3% |
| Participation rate | 89.5% | 80.8%+8.7pp | 80.5%+9.0pp | 67.2%+22.3pp |
| Annual return | 11.75% | 23.24%-11.5pp | 23.90%-12.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $4,168 | $4,881-14.6% | $4,672-10.8% | $2,623+58.9% |
| Participant deferral / active EE | $2,916 | $7,279-59.9% | $6,623-56.0% | $4,346-32.9% |
| Admin fee / account holder | $156 | $1,709-90.8% | $9,413-98.3% | $1,942-91.9% |