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 BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $15,705 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,660 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,448 | $99,078-80.4% | $96,544-79.9% | $74,419-73.9% |
| Participation rate | 74.7% | 80.7%-6.0pp | 76.0%-1.3pp | 70.7%+3.9pp |
| Annual return | 103.95% | 22.48%+81.5pp | 25.84%+78.1pp | 34.38%+69.6pp |
| Employer contribution / active EE | $2,232 | $2,570-13.2% | $2,965-24.7% | $2,637-15.4% |
| Participant deferral / active EE | $4,500 | $4,933-8.8% | $4,851-7.2% | $4,528-0.6% |
| Admin fee / account holder | $59 | $225-73.6% | $8,252-99.3% | $348-82.9% |