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 | $59,277 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,500 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,923 | $64,612-61.4% | $86,436-71.2% | $64,808-61.5% |
| Participation rate | 87.1% | 81.5%+5.6pp | 80.3%+6.8pp | 71.5%+15.6pp |
| Annual return | -12.05% | 0.66%-12.7pp | 4394.89%-4406.9pp | 32.82%-44.9pp |
| Employer contribution / active EE | $41 | $2,744-98.5% | $3,769-98.9% | $2,506-98.4% |
| Participant deferral / active EE | $7,508 | $7,497+0.2% | $6,952+8.0% | $4,310+74.2% |
| Admin fee / account holder | $136 | $169-19.6% | $6,731-98.0% | $188-27.6% |