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 7-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 11 · EIN 36-4291971 | Actuarial | $478,546 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
Service code 12 · EIN 13-3689044 | Plan Administrator; Direct payment fr... | $13,690 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1974125 | Actuarial | $12,623 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $12,271 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -16.15% | -14.45%-1.7pp | -38.85%+22.7pp | 39.77%-55.9pp |
| Employer contribution / active EE | $57,436 | $14,058+308.6% | $37,752+52.1% | $19,959+187.8% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |