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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $81,716 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $23,592 |
CLARK NUBER1 year Service code 10 · EIN 91-1194026 | Accounting | $6,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,122 | $61,058-44.1% | $71,209-52.1% | $85,563-60.1% |
| Participation rate | 94.6% | 58.6%+36.0pp | 73.8%+20.8pp | 66.0%+28.6pp |
| Annual return | 16.39% | 100.41%-84.0pp | 282.51%-266.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,714 | $2,199-22.0% | $2,721-37.0% | $2,654-35.4% |
| Participant deferral / active EE | $3,301 | $3,173+4.0% | $4,175-20.9% | $4,375-24.5% |
| Admin fee / account holder | $222 | $855-74.0% | $5,349-95.8% | $834-73.3% |