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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,996 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,574 | $82,202+2.9% | $125,339-32.5% | $64,808+30.5% |
| Participation rate | 91.6% | 77.9%+13.7pp | 82.4%+9.2pp | 71.5%+20.1pp |
| Annual return | -18.52% | 3.48%-22.0pp | 572.05%-590.6pp | 32.82%-51.3pp |
| Employer contribution / active EE | $2,222 | $3,615-38.5% | $4,814-53.8% | $2,506-11.3% |
| Participant deferral / active EE | $8,087 | $7,175+12.7% | $7,446+8.6% | $4,310+87.6% |
| Admin fee / account holder | $192 | $163+17.5% | $10,010-98.1% | $188+2.2% |