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 15 · EIN 13-3689044 | Recordkeeping | $98,845 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,563 | $50,820-49.7% | $155,567-83.6% | $77,671-67.1% |
| Participation rate | 90.5% | 63.1%+27.4pp | 78.2%+12.3pp | 70.6%+19.9pp |
| Annual return | 13.09% | 34.85%-21.8pp | 64.74%-51.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $511 | $1,993-74.4% | $4,674-89.1% | $2,726-81.3% |
| Participant deferral / active EE | $2,544 | $2,823-9.9% | $5,628-54.8% | $4,648-45.3% |
| Admin fee / account holder | $152 | $436-65.1% | $15,916-99.0% | $430-64.6% |