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 | $27,622 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,059 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $51,464 | $82,202-37.4% | $125,339-58.9% | $64,808-20.6% |
| Participation rate | 67.7% | 77.9%-10.2pp | 82.4%-14.7pp | 71.5%-3.8pp |
| Annual return | -15.23% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $833 | $3,615-77.0% | $4,814-82.7% | $2,506-66.8% |
| Participant deferral / active EE | $6,913 | $7,175-3.7% | $7,446-7.2% | $4,310+60.4% |
| Admin fee / account holder | $249 | $163+52.6% | $10,010-97.5% | $188+32.6% |