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 | $18,927 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,185 |
ADP BROKER-DEALER2 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,581 | $88,890-66.7% | $102,423-71.1% | $77,643-61.9% |
| Participation rate | 80.2% | 80.9%-0.7pp | 76.5%+3.7pp | 70.6%+9.6pp |
| Annual return | 20.90% | 24.98%-4.1pp | 29.32%-8.4pp | 31.24%-10.3pp |
| Employer contribution / active EE | $2,771 | $2,698+2.7% | $3,023-8.3% | $2,726+1.7% |
| Participant deferral / active EE | $5,734 | $5,145+11.4% | $5,053+13.5% | $4,647+23.4% |
| Admin fee / account holder | $63 | $235-73.2% | $9,451-99.3% | $430-85.3% |