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 | $102,594 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,217 |
BLACKROCK2+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR2+ years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
MERIDIAN2+ years Service code 52 · EIN 68-0024203 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2+ years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
WILMINGTON TRUST2+ years Service code 52 · EIN 81-4484368 | Indirect Investment Fees | $0 |
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 | $32,623 | $55,790-41.5% | $76,817-57.5% | $67,579-51.7% |
| Participation rate | 92.0% | 71.1%+21.0pp | 72.1%+20.0pp | 71.3%+20.8pp |
| Annual return | 1921.37% | 64.45%+1856.9pp | 1166.11%+755.3pp | 378.56%+1542.8pp |
| Employer contribution / active EE | $1,370 | $1,810-24.3% | $2,302-40.5% | $2,148-36.2% |
| Participant deferral / active EE | $2,024 | $2,875-29.6% | $3,336-39.3% | $3,539-42.8% |
| Admin fee / account holder | $136 | $159-14.8% | $6,420-97.9% | $142-4.7% |