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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 15 PO BOX 71396 · CHICAGO, IL 606941396 | Recordkeeping | $22,500 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $6,326 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $1,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,490 | $65,908-3.7% | $81,812-22.4% | $77,643-18.2% |
| Participation rate | 49.6% | 65.8%-16.2pp | 72.3%-22.8pp | 70.6%-21.0pp |
| Annual return | 13.26% | 26.64%-13.4pp | 773.79%-760.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,070 | $2,370-54.9% | $2,912-63.3% | $2,726-60.7% |
| Participant deferral / active EE | $1,871 | $3,505-46.6% | $4,319-56.7% | $4,647-59.7% |
| Admin fee / account holder | $76 | $526-85.5% | $7,386-99.0% | $430-82.3% |