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 7-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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $113,429 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $38,400 |
BLACKROCK3+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR3+ years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
MERIDIAN3+ years Service code 52 · EIN 68-0024203 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3+ years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
WILMINGTON TRUST3+ years Service code 52 · EIN 81-4484368 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $215,740 | $54,590+295.2% | $81,930+163.3% | $73,488+193.6% |
| Participation rate | 85.6% | 68.3%+17.3pp | 72.0%+13.6pp | 70.7%+14.9pp |
| Annual return | 13.41% | 17.74%-4.3pp | 29.49%-16.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $4,538 | $1,636+177.4% | $4,310+5.3% | $2,270+99.9% |
| Participant deferral / active EE | $7,868 | $2,759+185.2% | $7,107+10.7% | $3,740+110.4% |
| Admin fee / account holder | $821 | $592+38.7% | $5,158-84.1% | $513+60.0% |