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: GALLAGHER BENEFIT SERVICES INC Service code 13 · EIN 36-4291971 | Contract Administrator | $21,037 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,270 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $9,559 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,085 | $27,827+381.9% | $65,255+105.5% | $71,457+87.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 65.0%+35.0pp | 67.9%+32.1pp |
| Annual return | -6.43% | 41.58%-48.0pp | 47.35%-53.8pp | 28.85%-35.3pp |
| Employer contribution / active EE | $12,108 | $1,405+761.8% | $1,691+615.9% | $2,588+367.9% |
| Participant deferral / active EE | $5,684 | $1,861+205.4% | $2,831+100.8% | $4,289+32.5% |
| Admin fee / account holder | $325 | $3,850-91.6% | $4,112-92.1% | $1,587-79.5% |