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 Service code 15 · EIN 36-4291971 | Recordkeeping | $5,367 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,463 | $72,492+91.0% | $87,100+59.0% | $72,985+89.7% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.9%-4.0pp | 69.5%+3.4pp |
| Annual return | 22.55% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,392 | $1,894+131.9% | $2,521+74.2% | $2,440+80.0% |
| Participant deferral / active EE | $8,841 | $3,270+170.4% | $4,049+118.4% | $3,607+145.1% |
| Admin fee / account holder | $113 | $5,055-97.8% | $7,497-98.5% | $5,124-97.8% |