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 10-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: KESTRA ADV SERVICES LLC Service code 27 C/O GALLAGHER RETIREMENT · DOBBS FERRY, NY 10522 | Advisory (Plan) | $15,223 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $10,493 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,470 | $25,979+510.0% | $71,735+120.9% | $68,494+131.4% |
| Participation rate | 98.9% | 54.5%+44.4pp | 62.3%+36.5pp | 67.9%+31.0pp |
| Annual return | 4.60% | -15.10%+19.7pp | 9.14%-4.5pp | -7.84%+12.4pp |
| Employer contribution / active EE | $11,853 | $900+1216.4% | $1,704+595.6% | $2,596+356.5% |
| Participant deferral / active EE | $5,541 | $1,522+264.0% | $2,658+108.5% | $4,027+37.6% |
| Admin fee / account holder | $298 | $2,022-85.3% | $3,974-92.5% | $5,403-94.5% |