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 99 | Other Fees | $75,116 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 31-1582098 4615 SOUTHWEST FREEWAY, SUITE 300 · HOUSTON, TX 77027 | Other Services | $13,993 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,012 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,387 | $119,446-10.1% | $150,045-28.4% | $85,563+25.5% |
| Participation rate | 82.0% | 75.4%+6.5pp | 82.3%-0.4pp | 66.0%+16.0pp |
| Annual return | 19.00% | 23.72%-4.7pp | 62.55%-43.6pp | 31.51%-12.5pp |
| Employer contribution / active EE | $5,037 | $4,078+23.5% | $4,693+7.3% | $2,654+89.8% |
| Participant deferral / active EE | $12,217 | $7,985+53.0% | $7,997+52.8% | $4,375+179.2% |
| Admin fee / account holder | $55 | $548-89.9% | $13,435-99.6% | $834-93.4% |