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 | $161,464 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $145,830 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,789 |
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 | $123,294 | $145,877-15.5% | $150,045-17.8% | $102,872+19.9% |
| Participation rate | 95.0% | 79.8%+15.1pp | 82.3%+12.6pp | 73.0%+21.9pp |
| Annual return | 23.83% | 21.37%+2.5pp | 62.55%-38.7pp | 19.06%+4.8pp |
| Employer contribution / active EE | $3,163 | $4,710-32.8% | $4,693-32.6% | $3,526-10.3% |
| Participant deferral / active EE | $10,018 | $9,491+5.5% | $7,997+25.3% | $5,535+81.0% |
| Admin fee / account holder | $130 | $176-26.2% | $13,435-99.0% | $292-55.6% |