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 3-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 BENEFITS SEERVICES Service code 27 1100 SUPERIOR AVE, STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $34,748 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,702 |
ACTUARIES & ASSOCIATES3+ years Service code 13 701 S. TYLER · AMARILLO, TX 79101 | Contract Administrator | $19,918 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE. SUITE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $0 |
Annual investment return 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 | $57,108 | $113,016-49.5% | $103,476-44.8% | $74,495-23.3% |
| Participation rate | 71.9% | 80.8%-8.9pp | 80.5%-8.6pp | 67.2%+4.7pp |
| Annual return | 10.99% | 23.24%-12.3pp | 23.90%-12.9pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,769 | $4,881-43.3% | $4,672-40.7% | $2,623+5.6% |
| Participant deferral / active EE | $4,099 | $7,279-43.7% | $6,623-38.1% | $4,346-5.7% |
| Admin fee / account holder | $211 | $1,709-87.7% | $9,413-97.8% | $1,942-89.1% |