See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $71,000 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $51,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,541 | $106,028-55.2% | $146,958-67.6% | $77,643-38.8% |
| Participation rate | 89.4% | 78.4%+11.0pp | 82.2%+7.2pp | 70.6%+18.8pp |
| Annual return | 16.34% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $3,286 | $4,063-19.1% | $4,933-33.4% | $2,726+20.6% |
| Participant deferral / active EE | $6,223 | $7,990-22.1% | $8,070-22.9% | $4,647+33.9% |
| Admin fee / account holder | $192 | $337-43.2% | $12,998-98.5% | $430-55.4% |