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 4-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 INC Service code 99 · EIN 36-4291971 | Other Fees | $64,590 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,924 | $89,282-21.7% | $94,646-26.1% | $74,419-6.0% |
| Participation rate | 94.9% | 82.4%+12.5pp | 80.8%+14.1pp | 70.7%+24.2pp |
| Annual return | 19.43% | 25.96%-6.5pp | 156.71%-137.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $3,333 | $3,022+10.3% | $3,672-9.2% | $2,637+26.4% |
| Participant deferral / active EE | $9,215 | $8,425+9.4% | $7,418+24.2% | $4,528+103.5% |
| Admin fee / account holder | $22 | $219-90.1% | $7,231-99.7% | $348-93.7% |