See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER Service code 27 125 VILLAGE BOULEVARD · PRINCETON, NJ 08540 | Advisory (Plan) | $25,500 |
THE VANGUARD GROUP, INC.2 years Service code 37 · EIN 23-1945930 | Loan Processing | $4,885 |
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 | $45,557 | $65,061-30.0% | $143,757-68.3% | $66,914-31.9% |
| Participation rate | 54.7% | 65.2%-10.5pp | 80.3%-25.6pp | 69.8%-15.1pp |
| Annual return | -13.61% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,439 | $2,361-39.0% | $4,951-70.9% | $2,544-43.4% |
| Participant deferral / active EE | $3,937 | $2,919+34.9% | $5,637-30.1% | $4,237-7.1% |
| Admin fee / account holder | $132 | $502-73.7% | $14,673-99.1% | $593-77.7% |