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 6-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 64 · EIN 71-0294708 | Recordkeeping Fees | $35,210 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 · EIN 36-4291971 | Other Fees | $13,436 |
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 | $69,193 | $165,335-58.1% | $149,696-53.8% | $158,922-56.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.74% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $5,173 | $5,103+1.4% | $4,644+11.4% | $4,761+8.6% |
| Participant deferral / active EE | $11,857 | $7,181+65.1% | $6,842+73.3% | $5,982+98.2% |
| Admin fee / account holder | $235 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |