See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $59,576 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$49,098 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,288 | $101,317+124.3% | $146,958+54.7% | $74,495+205.1% |
| Participation rate | 81.0% | 75.5%+5.5pp | 82.2%-1.1pp | 67.2%+13.8pp |
| Annual return | 16.19% | 8730.91%-8714.7pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,876 | $3,810+1.7% | $4,933-21.4% | $2,623+47.8% |
| Participant deferral / active EE | $15,328 | $7,303+109.9% | $8,070+89.9% | $4,346+252.7% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |