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 4-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 RETIRMENT SERVICES Service code 27 · EIN 13-3727333 | Advisory (Plan) | $10,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
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 | $39,749 | $64,909-38.8% | $82,313-51.7% | $62,292-36.2% |
| Participation rate | 90.3% | 74.9%+15.4pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 18.86% | 21.18%-2.3pp | 25.88%-7.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,982 | $1,676+18.3% | $2,428-18.4% | $2,042-2.9% |
| Participant deferral / active EE | $3,453 | $3,103+11.3% | $3,706-6.8% | $3,169+9.0% |
| Admin fee / account holder | $91 | $440-79.4% | $5,608-98.4% | $479-81.1% |